Diversify Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Diversify Wealth Management’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	$1.91M	Buy	33,139 +21,775	+192%	+$1.27M	0.03%	395
2025 Q4	$635K	Sell	11,364 -670	-6%	-$32.2K	0.03%	392
2025 Q3	$554K	Sell	12,034 -711	-6%	-$33.2K	0.03%	357
2025 Q2	$593K	Sell	12,745 -257	-2%	-$12.6K	0.04%	344
2025 Q1	$640K	Sell	13,002 -1,121	-8%	-$65.3K	0.05%	313
2024 Q4	$788K	Buy	14,123 +1,286	+10%	+$71.9K	0.06%	256
2024 Q3	$681K	Buy	12,837 +1,122	+10%	+$52.6K	0.07%	248
2024 Q2	$558K	Buy	+11,715	New	+$524K	0.07%	248

Other funds holding BMY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return