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

Cove 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 		$702K Hold
11,575
– – 0.16% 104
2025
Q4 		$624K Sell
11,575
-695
-6% -$33.4K 0.19% 97
2025
Q3 		$553K Sell
12,270
-1,095
-8% -$51.1K 0.18% 99
2025
Q2 		$619K Buy
13,365
+2,020
+18% +$99.2K 0.22% 91
2025
Q1 		$692K Buy
11,345
+2,350
+26% +$137K 0.36% 69
2024
Q4 		$509K Hold
8,995
– – 0.31% 68
2024
Q3 		$465K Sell
8,995
-1,175
-12% -$55.1K 0.36% 59
2024
Q2 		$422K Hold
10,170
– – 0.34% 61
2024
Q1 		$552K Hold
10,170
– – 0.47% 53
2023
Q4 		$522K Buy
+10,170
New +$534K 0.49% 53

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

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

Cove Private Wealth held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 11,575 shares worth $702K. The position accounts for 0.16% of the portfolio, ranked #104.

Cove Private Wealth first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Cove Private Wealth held 11,575 shares of Bristol-Myers Squibb worth $702K as of Q1 2026.
  • Cove Private Wealth left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.16% of Cove Private Wealth's portfolio in Q1 2026, its #104 holding.
  • Cove Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.