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Cornerstone Planning Group’s Bristol-Myers Squibb BMY Stock Holding History

Cornerstone Planning Group’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 		$45.6K Buy
801
+184
+30% +$10.7K 0.01% 424
2025
Q4 		$33.7K Sell
617
-398
-39% -$19.1K 0.01% 439
2025
Q3 		$46.3K Buy
1,015
+40
+4% +$1.87K 0.01% 363
2025
Q2 		$44.7K Sell
975
-156
-14% -$7.66K 0.01% 257
2025
Q1 		$54.9K Buy
1,131
+344
+44% +$20.1K 0.01% 223
2024
Q4 		$47.7K Buy
787
+132
+20% +$7.38K 0.01% 191
2024
Q3 		$34.4K Buy
655
+46
+8% +$2.16K 0.01% 231
2024
Q2 		$29K Sell
609
-20
-3% -$895 0.01% 268
2024
Q1 		$27.7K Sell
629
-151
-19% -$7.69K 0.01% 254
2023
Q4 		$40K Sell
780
-77
-9% -$4.04K 0.01% 214
2023
Q3 		$49.7K Buy
857
+163
+23% +$9.99K 0.02% 185
2023
Q2 		$44.4K Buy
+694
New +$46.5K 0.02% 264
2022
Q4 		$86.5K Buy
+1,172
New +$88.4K 0.04% 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

Cornerstone Planning Group's BMY Position: Q1 2026 in Review

Cornerstone Planning Group increased its Bristol-Myers Squibb (BMY) stake by 30% in Q1 2026, buying an estimated $10.7K and bringing the position to 801 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #424.

Cornerstone Planning Group first reported a position in BMY in Q4 2022 and has held it in 13 quarters since. The position peaked at $86.5K in Q4 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Cornerstone Planning Group held 801 shares of Bristol-Myers Squibb worth $45.6K as of Q1 2026.
  • Cornerstone Planning Group bought 184 Bristol-Myers Squibb shares in Q1 2026, an estimated $10.7K.
  • Bristol-Myers Squibb made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #424 holding.
  • Cornerstone Planning Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Bristol-Myers Squibb position peaked at $86.5K in Q4 2022.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.