Evergreen Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Evergreen Wealth Solutions’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	$321K	Buy	+5,292	New	+$308K	0.02%	318

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

Evergreen Wealth Solutions's BMY Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 5,292 shares worth $321K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings.

2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Evergreen Wealth Solutions held 5,292 shares of Bristol-Myers Squibb worth $321K as of Q1 2026.
Bristol-Myers Squibb was a new Evergreen Wealth Solutions position in Q1 2026.
Bristol-Myers Squibb made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #318 holding.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.