EWM
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EPG Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

EPG 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 		$327K Sell
5,396
-50
-0.9% -$2.92K 0.09% 157
2025
Q4 		$294K Buy
5,446
+113
+2% +$5.44K 0.08% 163
2025
Q3 		$241K Buy
5,333
+46
+0.9% +$2.15K 0.07% 173
2025
Q2 		$245K Sell
5,287
-30
-0.6% -$1.47K 0.07% 170
2025
Q1 		$324K Sell
5,317
-161
-3% -$9.38K 0.09% 190
2024
Q4 		$310K Buy
5,478
+127
+2% +$7.1K 0.08% 192
2024
Q3 		$277K Buy
+5,351
New +$251K 0.07% 212
2024
Q2 		– Sell
-8,558
Closed -$383K – 196
2024
Q1 		$464K Buy
8,558
+199
+2% +$10.1K 0.11% 175
2023
Q4 		$407K Sell
8,359
-137
-2% -$7.19K 0.11% 177
2023
Q3 		$493K Sell
8,496
-93
-1% -$5.7K 0.15% 148
2023
Q2 		$549K Sell
8,589
-425
-5% -$28.5K 0.16% 140
2023
Q1 		$625K Buy
9,014
+17
+0.2% +$1.2K 0.2% 122
2022
Q4 		$647K Sell
8,997
-118
-1% -$8.9K 0.25% 93
2022
Q3 		$648K Buy
9,115
+84
+0.9% +$6.09K 0.27% 87
2022
Q2 		$695K Sell
9,031
-272
-3% -$20.7K 0.3% 80
2022
Q1 		$679K Buy
9,303
+5,027
+118% +$338K 0.24% 88
2021
Q4 		$267K Sell
4,276
-3,268
-43% -$192K 0.09% 189
2021
Q3 		$446K Sell
7,544
-42
-0.6% -$2.77K 0.18% 116
2021
Q2 		$507K Buy
7,586
+703
+10% +$45.8K 0.22% 104
2021
Q1 		$435K Buy
6,883
+962
+16% +$59.9K 0.21% 106
2020
Q4 		$367K Buy
+5,921
New +$364K 0.22% 97
2020
Q2 		– Sell
-3,656
Closed -$204K – 205
2020
Q1 		$204K Buy
3,656
+1,979
+118% +$121K 0.15% 121
2019
Q4 		$108K Buy
+1,677
New +$96K 0.08% 146

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

EPG Wealth Management's BMY Position: Q1 2026 in Review

EPG Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.92% in Q1 2026, selling an estimated $2.92K and leaving 5,396 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #157.

EPG Wealth Management first reported a position in BMY in Q4 2019 and has held it in 23 quarters since. The position peaked at $695K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • EPG Wealth Management held 5,396 shares of Bristol-Myers Squibb worth $327K as of Q1 2026.
  • EPG Wealth Management sold 50 Bristol-Myers Squibb shares in Q1 2026, an estimated $2.92K.
  • Bristol-Myers Squibb made up 0.09% of EPG Wealth Management's portfolio in Q1 2026, its #157 holding.
  • EPG Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 23 quarters since.
  • EPG Wealth Management's Bristol-Myers Squibb position peaked at $695K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.