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Commonwealth Retirement Investments’s Bristol-Myers Squibb BMY Stock Holding History

Commonwealth Retirement Investments’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.37M Buy
72,135
+4,253
+6% +$248K 1.35% 21
2025
Q4 		$3.66M Buy
67,882
+1,922
+3% +$92.5K 1.18% 26
2025
Q3 		$2.97M Buy
65,960
+6,777
+11% +$317K 1.01% 34
2025
Q2 		$2.74M Buy
59,183
+11,690
+25% +$574K 1.04% 31
2025
Q1 		$2.9M Buy
47,493
+973
+2% +$56.7K 1.18% 25
2024
Q4 		$2.63M Buy
46,520
+1,033
+2% +$57.7K 1.08% 28
2024
Q3 		$2.35M Buy
45,487
+3,541
+8% +$166K 0.99% 33
2024
Q2 		$1.74M Buy
+41,946
New +$1.88M 0.8% 42

Other funds holding BMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Retirement Investments's BMY Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its Bristol-Myers Squibb (BMY) stake by 6.3% in Q1 2026, buying an estimated $248K and bringing the position to 72,135 shares worth $4.37M. The position accounts for 1.35% of the portfolio, ranked #21.

Commonwealth Retirement Investments first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Commonwealth Retirement Investments held 72,135 shares of Bristol-Myers Squibb worth $4.37M as of Q1 2026.
  • Commonwealth Retirement Investments bought 4,253 Bristol-Myers Squibb shares in Q1 2026, an estimated $248K.
  • Bristol-Myers Squibb made up 1.35% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #21 holding.
  • Commonwealth Retirement Investments first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.