Empower Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Empower Advisory Group’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	$439K	Sell	7,240 -51	-0.7%	-$2.97K	﹤0.01%	344
2025 Q4	$393K	Buy	7,291 +451	+7%	+$21.7K	﹤0.01%	368
2025 Q3	$308K	Hold	6,840	–	–	﹤0.01%	426
2025 Q2	$317K	Sell	6,840 -1,528	-18%	-$75K	﹤0.01%	397
2025 Q1	$510K	Buy	8,368 +204	+2%	+$11.9K	﹤0.01%	320
2024 Q4	$462K	Sell	8,164 -15	-0.2%	-$838	﹤0.01%	335
2024 Q3	$423K	Sell	8,179 -1,095	-12%	-$51.4K	﹤0.01%	340
2024 Q2	$385K	Sell	9,274 -1,244	-12%	-$55.7K	﹤0.01%	346
2024 Q1	$570K	Sell	10,518 -577	-5%	-$29.4K	﹤0.01%	286
2023 Q4	$569K	Buy	11,095 +1,201	+12%	+$63K	﹤0.01%	287
2023 Q3	$574K	Sell	9,894 -1,051	-10%	-$64.4K	﹤0.01%	280
2023 Q2	$700K	Buy	10,945 +240	+2%	+$16.1K	﹤0.01%	265
2023 Q1	$746K	Buy	+10,705	New	+$755K	﹤0.01%	262

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

Empower Advisory Group's BMY Position: Q1 2026 in Review

Empower Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 0.7% in Q1 2026, selling an estimated $2.97K and leaving 7,240 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Empower Advisory Group first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. The position peaked at $746K in Q1 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Empower Advisory Group held 7,240 shares of Bristol-Myers Squibb worth $439K as of Q1 2026.
Empower Advisory Group sold 51 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.97K.
Bristol-Myers Squibb made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #344 holding.
Empower Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's Bristol-Myers Squibb position peaked at $746K in Q1 2023.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.