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

Cornerstone Wealth 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 		$902K Buy
15,183
+1,958
+15% +$114K 0.06% 169
2025
Q4 		$713K Sell
13,225
-43
-0.3% -$2.07K 0.05% 179
2025
Q3 		$598K Buy
13,268
+138
+1% +$6.45K 0.04% 183
2025
Q2 		$608K Sell
13,130
-175
-1% -$8.59K 0.05% 170
2025
Q1 		$811K Sell
13,305
-804
-6% -$46.9K 0.07% 147
2024
Q4 		$798K Buy
14,109
+903
+7% +$50.5K 0.07% 141
2024
Q3 		$683K Sell
13,206
-680
-5% -$31.9K 0.06% 148
2024
Q2 		$577K Buy
13,886
+971
+8% +$43.4K 0.05% 153
2024
Q1 		$700K Buy
12,915
+8,582
+198% +$437K 0.06% 138
2023
Q4 		$222K Sell
4,333
-321
-7% -$16.9K 0.03% 134
2023
Q3 		$270K Buy
4,654
+1,457
+46% +$89.3K 0.05% 130
2023
Q2 		$204K Buy
3,197
+78
+3% +$5.23K 0.04% 140
2023
Q1 		$216K Sell
3,119
-125
-4% -$8.82K 0.04% 136
2022
Q4 		$233K Buy
3,244
+29
+0.9% +$2.19K 0.04% 118
2022
Q3 		$229K Buy
3,215
+233
+8% +$16.9K 0.05% 116
2022
Q2 		$230K Buy
2,982
+140
+5% +$10.7K 0.05% 118
2022
Q1 		$208K Sell
2,842
-568
-17% -$38.1K 0.04% 143
2021
Q4 		$213K Buy
+3,410
New +$200K 0.04% 139
2021
Q1 		– Sell
-4,021
Closed -$249K – 160
2020
Q4 		$249K Sell
4,021
-1,568
-28% -$96.4K 0.06% 134
2020
Q3 		$337K Sell
5,589
-41,958
-88% -$2.53M 0.09% 103
2020
Q2 		$2.8M Buy
47,547
+1,425
+3% +$85.2K 0.7% 40
2020
Q1 		$2.57M Sell
46,122
-11,073
-19% -$677K 0.91% 33
2019
Q4 		$3.67M Sell
57,195
-3,327
-5% -$191K 0.99% 27
2019
Q3 		$3.07M Buy
60,522
+20,030
+49% +$941K 0.77% 40
2019
Q2 		$1.84M Buy
40,492
+35,787
+761% +$1.67M 0.49% 54
2019
Q1 		$224K Buy
+4,705
New +$234K 0.06% 147

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 Wealth Group's BMY Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Bristol-Myers Squibb (BMY) stake by 15% in Q1 2026, buying an estimated $114K and bringing the position to 15,183 shares worth $902K. The position accounts for 0.06% of the portfolio, ranked #169.

Cornerstone Wealth Group first reported a position in BMY in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.67M in Q4 2019. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Cornerstone Wealth Group held 15,183 shares of Bristol-Myers Squibb worth $902K as of Q1 2026.
  • Cornerstone Wealth Group bought 1,958 Bristol-Myers Squibb shares in Q1 2026, an estimated $114K.
  • Bristol-Myers Squibb made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #169 holding.
  • Cornerstone Wealth Group first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 26 quarters since.
  • Cornerstone Wealth Group's Bristol-Myers Squibb position peaked at $3.67M in Q4 2019.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.