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Eads & Heald Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Eads & Heald 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 		$1.3M Buy
21,429
+1,447
+7% +$84.4K 0.65% 64
2025
Q4 		$1.08M Buy
19,982
+503
+3% +$24.2K 0.52% 77
2025
Q3 		$879K Sell
19,479
-2,180
-10% -$102K 0.42% 90
2025
Q2 		$1M Buy
21,659
+2,482
+13% +$122K 0.5% 83
2025
Q1 		$1.17M Sell
19,177
-146
-0.8% -$8.51K 0.59% 72
2024
Q4 		$1.09M Buy
19,323
+505
+3% +$28.2K 0.54% 80
2024
Q3 		$974K Buy
18,818
+1,670
+10% +$78.3K 0.46% 88
2024
Q2 		$712K Sell
17,148
-3,383
-16% -$151K 0.34% 99
2024
Q1 		$1.11M Sell
20,531
-3,755
-15% -$191K 0.52% 87
2023
Q4 		$1.25M Sell
24,286
-2,346
-9% -$123K 0.6% 78
2023
Q3 		$1.55M Sell
26,632
-511
-2% -$31.3K 0.81% 59
2023
Q2 		$1.74M Sell
27,143
-1,858
-6% -$125K 0.85% 53
2023
Q1 		$2.01M Sell
29,001
-259
-0.9% -$18.3K 1% 40
2022
Q4 		$2.1M Buy
29,260
+3,214
+12% +$242K 1.07% 36
2022
Q3 		$1.85M Buy
26,046
+220
+0.9% +$16K 1.05% 42
2022
Q2 		$1.99M Buy
25,826
+262
+1% +$20K 1.07% 41
2022
Q1 		$1.87M Buy
25,564
+459
+2% +$30.8K 0.87% 53
2021
Q4 		$1.56M Buy
25,105
+125
+0.5% +$7.33K 0.68% 71
2021
Q3 		$1.48M Buy
24,980
+885
+4% +$58.3K 0.71% 69
2021
Q2 		$1.61M Buy
24,095
+384
+2% +$25K 0.79% 62
2021
Q1 		$1.5M Buy
23,711
+97
+0.4% +$6.04K 0.77% 67
2020
Q4 		$1.47M Buy
23,614
+9,908
+72% +$609K 0.79% 59
2020
Q3 		$826K Sell
13,706
-385
-3% -$23.2K 0.49% 83
2020
Q2 		$829K Buy
14,091
+181
+1% +$10.8K 0.5% 83
2020
Q1 		$775K Buy
13,910
+235
+2% +$14.4K 0.55% 81
2019
Q4 		$878K Buy
13,675
+3,180
+30% +$182K 0.46% 93
2019
Q3 		$532K Buy
+10,495
New +$493K 0.3% 105

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

Eads & Heald Wealth Management's BMY Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 7.2% in Q1 2026, buying an estimated $84.4K and bringing the position to 21,429 shares worth $1.3M. The position accounts for 0.65% of the portfolio, ranked #64.

Eads & Heald Wealth Management first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.1M in Q4 2022. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Eads & Heald Wealth Management held 21,429 shares of Bristol-Myers Squibb worth $1.3M as of Q1 2026.
  • Eads & Heald Wealth Management bought 1,447 Bristol-Myers Squibb shares in Q1 2026, an estimated $84.4K.
  • Bristol-Myers Squibb made up 0.65% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Eads & Heald Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
  • Eads & Heald Wealth Management's Bristol-Myers Squibb position peaked at $2.1M in Q4 2022.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.