EPIM
BMY icon

Evelyn Partners Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Evelyn Partners Investment 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 		$324K Hold
5,339
– – 0.01% 180
2025
Q4 		$288K Hold
5,339
– – 0.01% 185
2025
Q3 		$241K Sell
5,339
-752
-12% -$35.1K 0.01% 191
2025
Q2 		$282K Hold
6,091
– – 0.01% 178
2025
Q1 		$371K Hold
6,091
– – 0.01% 172
2024
Q4 		$345K Buy
+6,091
New +$340K 0.01% 172

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

Evelyn Partners Investment Management's BMY Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 5,339 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #180.

Evelyn Partners Investment Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q1 2025. 2,523 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Evelyn Partners Investment Management held 5,339 shares of Bristol-Myers Squibb worth $324K as of Q1 2026.
  • Evelyn Partners Investment Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #180 holding.
  • Evelyn Partners Investment Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Bristol-Myers Squibb position peaked at $371K in Q1 2025.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.