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Consolidated Planning Corp’s Bristol-Myers Squibb BMY Stock Holding History

Consolidated Planning Corp’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 		– Sell
-61,789
Closed -$3.33M – 153
2025
Q4 		$3.33M Buy
+61,789
New +$2.97M 0.34% 78
2021
Q4 		– Sell
-580
Closed -$34K – 111
2021
Q3 		$34K Buy
+580
New +$38.2K 0.02% 196

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

Consolidated Planning Corp's BMY Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 61,789 shares — an estimated $3.33M sold.

Consolidated Planning Corp first reported a position in BMY in Q3 2021 and held it in 2 quarters. The position peaked at $3.33M in Q4 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 61,789 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.33M.
  • Consolidated Planning Corp first reported a position in Bristol-Myers Squibb in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Bristol-Myers Squibb position peaked at $3.33M in Q4 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.