Creative Planning’s Bristol-Myers Squibb BMY Stock Holding History

Creative Planning’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
2024 Q2	–	Sell	-500	Closed	-$7.14K	–	3082
2024 Q1	$7.14K	Buy	+500	New	+$25.5K	﹤0.01%	2878
2022 Q2	–	Sell	-1,000	Closed	-$5K	–	2309
2022 Q1	$5K	Buy	+1,000	New	+$67.1K	﹤0.01%	2241
2020 Q1	–	Sell	-300	Closed	-$6K	–	1889
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	1929
2019 Q3	$2K	Sell	300 -200	-40%	-$9.4K	﹤0.01%	1946
2019 Q2	$1K	Buy	+500	New	+$23.3K	﹤0.01%	1986
2018 Q4	–	Sell	-1,400	Closed	-$5K	–	1962
2018 Q3	$5K	Buy	1,400 +400	+40%	+$23.7K	﹤0.01%	2013
2018 Q2	$1K	Hold	1,000	–	–	﹤0.01%	2012
2018 Q1	$6K	Buy	+1,000	New	+$64.3K	﹤0.01%	1953
2017 Q2	–	Sell	-1,500	Closed	-$12K	–	4623
2017 Q1	$12K	Buy	+1,500	New	+$82.3K	﹤0.01%	3462
2016 Q4	–	Sell	-11,000	Closed	-$23K	–	4623
2016 Q3	$23K	Buy	+11,000	New	+$707K	﹤0.01%	2956
2015 Q1	–	Sell	-1,000	Closed	-$10K	–	4216
2014 Q4	$10K	Hold	1,000	–	–	﹤0.01%	3109
2014 Q3	$3K	Buy	+1,000	New	+$50K	﹤0.01%	3496

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

Creative Planning's BMY Position: Q1 2026 in Review

Creative Planning increased its Bristol-Myers Squibb (BMY) stake by 24% in Q1 2026, buying an estimated $10.5M and bringing the position to 928,033 shares worth $56.3M. The position accounts for 0.04% of the portfolio, ranked #199.

Creative Planning first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Creative Planning held 928,033 shares of Bristol-Myers Squibb worth $56.3M as of Q1 2026.
Creative Planning bought 179,268 Bristol-Myers Squibb shares in Q1 2026, an estimated $10.5M.
Bristol-Myers Squibb made up 0.04% of Creative Planning's portfolio in Q1 2026, its #199 holding.
Creative Planning first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.