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CVA Family Office’s Bristol-Myers Squibb BMY Stock Holding History

CVA Family Office’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 		$599K Buy
9,869
+1,448
+17% +$84.4K 0.06% 172
2025
Q4 		$454K Sell
8,421
-538
-6% -$25.9K 0.05% 184
2025
Q3 		$404K Buy
8,959
+223
+3% +$10.4K 0.05% 197
2025
Q2 		$404K Sell
8,736
-733
-8% -$36K 0.06% 191
2025
Q1 		$578K Buy
9,469
+60
+0.6% +$3.5K 0.09% 146
2024
Q4 		$532K Buy
9,409
+685
+8% +$38.3K 0.08% 152
2024
Q3 		$451K Buy
8,724
+731
+9% +$34.3K 0.07% 161
2024
Q2 		$332K Buy
7,993
+1,229
+18% +$55K 0.06% 177
2024
Q1 		$367K Buy
6,764
+3,714
+122% +$189K 0.07% 176
2023
Q4 		$156K Sell
3,050
-507
-14% -$26.6K 0.03% 267
2023
Q3 		$206K Sell
3,557
-445
-11% -$27.3K 0.05% 216
2023
Q2 		$256K Buy
4,002
+45
+1% +$3.02K 0.05% 188
2023
Q1 		$274K Sell
3,957
-465
-11% -$32.8K 0.06% 180
2022
Q4 		$318K Sell
4,422
-307
-6% -$23.1K 0.08% 147
2022
Q3 		$336K Sell
4,729
-422
-8% -$30.6K 0.09% 129
2022
Q2 		$397K Buy
5,151
+252
+5% +$19.2K 0.11% 107
2022
Q1 		$358K Buy
4,899
+753
+18% +$50.6K 0.09% 123
2021
Q4 		$258K Buy
4,146
+2,343
+130% +$137K 0.06% 150
2021
Q3 		$109K Sell
1,803
-2,277
-56% -$150K 0.08% 118
2021
Q2 		$273K Buy
4,080
+927
+29% +$60.4K 0.08% 131
2021
Q1 		$199K Buy
3,153
+223
+8% +$13.9K 0.08% 120
2020
Q4 		$182K Buy
2,930
+1,127
+63% +$69.3K 0.11% 100
2020
Q3 		$109K Buy
1,803
+713
+65% +$42.9K 0.08% 118
2020
Q2 		$64K Buy
1,090
+590
+118% +$35.3K 0.05% 143
2020
Q1 		$28K Buy
+500
New +$30.6K 0.03% 178

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

CVA Family Office's BMY Position: Q1 2026 in Review

CVA Family Office increased its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, buying an estimated $84.4K and bringing the position to 9,869 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #172.

CVA Family Office first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • CVA Family Office held 9,869 shares of Bristol-Myers Squibb worth $599K as of Q1 2026.
  • CVA Family Office bought 1,448 Bristol-Myers Squibb shares in Q1 2026, an estimated $84.4K.
  • Bristol-Myers Squibb made up 0.06% of CVA Family Office's portfolio in Q1 2026, its #172 holding.
  • CVA Family Office first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.