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Eley Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Eley Financial 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 		– Sell
-35,944
Closed -$1.94M – 70
2025
Q4 		$1.94M Sell
35,944
-843
-2% -$40.6K 0.7% 40
2025
Q3 		$1.66M Buy
36,787
+587
+2% +$27.4K 0.6% 43
2025
Q2 		$1.68M Buy
36,200
+948
+3% +$46.5K 0.64% 43
2025
Q1 		$2.1M Buy
35,252
+721
+2% +$42K 0.84% 36
2024
Q4 		$1.95M Buy
34,531
+1,910
+6% +$107K 0.76% 39
2024
Q3 		$1.69M Sell
32,621
-5,208
-14% -$244K 0.68% 41
2024
Q2 		$1.57M Sell
37,829
-1,241
-3% -$55.5K 0.67% 43
2024
Q1 		$2.12M Buy
39,070
+1,639
+4% +$83.5K 0.91% 36
2023
Q4 		$1.92M Buy
37,431
+554
+2% +$29.1K 0.9% 35
2023
Q3 		$2.14M Buy
36,877
+112
+0.3% +$6.86K 1.09% 28
2023
Q2 		$2.35M Buy
36,765
+415
+1% +$27.8K 1.15% 30
2023
Q1 		$2.52M Buy
36,350
+405
+1% +$28.6K 1.3% 27
2022
Q4 		$2.59M Buy
+35,945
New +$2.71M 1.39% 24

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

Eley Financial Management's BMY Position: Q1 2026 in Review

Eley Financial Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 35,944 shares — an estimated $1.94M sold.

Eley Financial Management first reported a position in BMY in Q4 2022 and held it in 13 quarters. The position peaked at $2.59M in Q4 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Eley Financial Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Eley Financial Management sold 35,944 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.94M.
  • Eley Financial Management first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 13 quarters.
  • Eley Financial Management's Bristol-Myers Squibb position peaked at $2.59M in Q4 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.