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

Empire Financial Management Company’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	$375K	Hold	6,190	–	–	0.08%	172
2025 Q4	$334K	Buy	6,190 +200	+3%	+$9.62K	0.07%	177
2025 Q3	$270K	Hold	5,990	–	–	0.06%	187
2025 Q2	$277K	Buy	5,990 +50	+0.8%	+$2.45K	0.08%	173
2025 Q1	$362K	Hold	5,940	–	–	0.11%	161
2024 Q4	$336K	Buy	+5,940	New	+$332K	0.1%	164
2024 Q2	–	Sell	-11,940	Closed	-$648K	–	201
2024 Q1	$648K	Sell	11,940 -5,086	-30%	-$259K	0.21%	123
2023 Q4	$874K	Sell	17,026 -12,819	-43%	-$673K	0.34%	79
2023 Q3	$1.73M	Sell	29,845 -460	-2%	-$28.2K	0.75%	42
2023 Q2	$1.94M	Buy	30,305 +25,265	+501%	+$1.69M	0.77%	42
2023 Q1	$349K	Buy	+5,040	New	+$355K	0.14%	150

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

Empire Financial Management Company's BMY Position: Q1 2026 in Review

Empire Financial Management Company held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 6,190 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #172.

Empire Financial Management Company first reported a position in BMY in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q2 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Empire Financial Management Company held 6,190 shares of Bristol-Myers Squibb worth $375K as of Q1 2026.
Empire Financial Management Company left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.08% of Empire Financial Management Company's portfolio in Q1 2026, its #172 holding.
Empire Financial Management Company first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 11 quarters since.
Empire Financial Management Company's Bristol-Myers Squibb position peaked at $1.94M in Q2 2023.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.