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Estate Planners Group’s Bristol-Myers Squibb BMY Stock Holding History

Estate Planners 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 		$374K Buy
6,174
+66
+1% +$3.85K 0.18% 49
2025
Q4 		$329K Buy
+6,108
New +$294K 0.14% 48

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

Estate Planners Group's BMY Position: Q1 2026 in Review

Estate Planners Group increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q1 2026, buying an estimated $3.85K and bringing the position to 6,174 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #49.

Estate Planners Group first reported a position in BMY in Q4 2025 and has held it in 2 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Estate Planners Group held 6,174 shares of Bristol-Myers Squibb worth $374K as of Q1 2026.
  • Estate Planners Group bought 66 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.85K.
  • Bristol-Myers Squibb made up 0.18% of Estate Planners Group's portfolio in Q1 2026, its #49 holding.
  • Estate Planners Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 2 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.