Corient Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Corient Private Wealth’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	$26.9M	Sell	445,821 -611,861	-58%	-$35.7M	0.04%	340
2025 Q4	$52.5M	Buy	1,057,682 +602,292	+132%	+$29M	0.04%	351
2025 Q3	$20.5M	Sell	455,390 -57,056	-11%	-$2.66M	0.03%	385
2025 Q2	$23.7M	Sell	512,446 -22,382	-4%	-$1.1M	0.03%	360
2025 Q1	$32.6M	Sell	534,828 -77,840	-13%	-$4.54M	0.05%	299
2024 Q4	$34.7M	Sell	612,668 -14,839	-2%	-$829K	0.06%	283
2024 Q3	$32.5M	Sell	627,507 -38,977	-6%	-$1.83M	0.05%	317
2024 Q2	$27.7M	Sell	666,484 -113,062	-15%	-$5.06M	0.05%	325
2024 Q1	$42.3M	Buy	779,546 +2,694	+0.3%	+$137K	0.08%	253
2023 Q4	$39.9M	Sell	776,852 -338,967	-30%	-$17.8M	0.07%	258
2023 Q3	$64.8M	Buy	1,115,819 +26,714	+2%	+$1.64M	0.15%	157
2023 Q2	$69.6M	Buy	1,089,105 +215,140	+25%	+$14.4M	0.16%	144
2023 Q1	$60.5M	Buy	873,965 +276,587	+46%	+$19.5M	0.16%	141
2022 Q4	$43M	Buy	+597,378	New	+$45M	0.16%	150

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's BMY Position: Q1 2026 in Review

Corient Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 58% in Q1 2026, selling an estimated $35.7M and leaving 445,821 shares worth $26.9M. The position accounts for 0.04% of the portfolio, ranked #340.

Corient Private Wealth first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $69.6M in Q2 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Corient Private Wealth held 445,821 shares of Bristol-Myers Squibb worth $26.9M as of Q1 2026.
Corient Private Wealth sold 611,861 Bristol-Myers Squibb shares in Q1 2026, an estimated $35.7M.
Bristol-Myers Squibb made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #340 holding.
Corient Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Bristol-Myers Squibb position peaked at $69.6M in Q2 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.