Enhancing Capital’s Bristol-Myers Squibb BMY Stock Holding History

Enhancing Capital’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	$2.26M	Hold	37,300	–	–	1.68%	20
2025 Q4	$2.01M	Hold	37,300	–	–	1.44%	21
2025 Q3	$1.68M	Hold	37,300	–	–	1.23%	27
2025 Q2	$1.73M	Hold	37,300	–	–	1.32%	25
2025 Q1	$2.27M	Hold	37,300	–	–	1.82%	16
2024 Q4	$2.11M	Buy	+37,300	New	+$2.08M	1.68%	19
2022 Q3	$2.6M	Hold	37,300	–	–	3.22%	6
2022 Q2	$2.87M	Hold	37,300	–	–	3.43%	6
2022 Q1	$2.72M	Hold	37,300	–	–	2.91%	7
2021 Q4	$2.33M	Buy	+37,300	New	+$2.19M	2.53%	11

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

Enhancing Capital's BMY Position: Q1 2026 in Review

Enhancing Capital held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 37,300 shares worth $2.26M. The position accounts for 1.68% of the portfolio, ranked #20.

Enhancing Capital first reported a position in BMY in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.87M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Enhancing Capital held 37,300 shares of Bristol-Myers Squibb worth $2.26M as of Q1 2026.
Enhancing Capital left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 1.68% of Enhancing Capital's portfolio in Q1 2026, its #20 holding.
Enhancing Capital first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 10 quarters since.
Enhancing Capital's Bristol-Myers Squibb position peaked at $2.87M in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Enhancing Capital's 13F filing for Q1 2026, filed 8 May 2026.