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Comprehensive Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Comprehensive Financial Planning’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 		$38.8K Buy
640
+6
+0.9% +$350 0.03% 171
2025
Q4 		$34.2K Buy
634
+7
+1% +$337 0.02% 182
2025
Q3 		$28.3K Buy
627
+7
+1% +$327 0.02% 192
2025
Q2 		$28.7K Buy
620
+7
+1% +$344 0.02% 178
2025
Q1 		$37.4K Buy
613
+5
+0.8% +$291 0.04% 150
2024
Q4 		$34.4K Buy
+608
New +$34K 0.03% 176

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

Comprehensive Financial Planning's BMY Position: Q1 2026 in Review

Comprehensive Financial Planning increased its Bristol-Myers Squibb (BMY) stake by 0.95% in Q1 2026, buying an estimated $350 and bringing the position to 640 shares worth $38.8K. The position accounts for 0.03% of the portfolio, ranked #171.

Comprehensive Financial Planning first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Comprehensive Financial Planning held 640 shares of Bristol-Myers Squibb worth $38.8K as of Q1 2026.
  • Comprehensive Financial Planning bought 6 Bristol-Myers Squibb shares in Q1 2026, an estimated $350.
  • Bristol-Myers Squibb made up 0.03% of Comprehensive Financial Planning's portfolio in Q1 2026, its #171 holding.
  • Comprehensive Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.