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Evoke Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Evoke Wealth’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 		$1.55M Buy
25,490
+7,845
+44% +$457K 0.03% 212
2025
Q4 		$952K Buy
17,645
+11,405
+183% +$549K 0.02% 275
2025
Q3 		$281K Buy
6,240
+912
+17% +$42.6K 0.01% 513
2025
Q2 		$247K Buy
5,328
+130
+3% +$6.38K 0.01% 505
2025
Q1 		$317K Sell
5,198
-272
-5% -$15.9K 0.01% 339
2024
Q4 		$309K Buy
+5,470
New +$306K 0.01% 336
2022
Q4 		– Sell
-1,580
Closed -$112K – 464
2022
Q3 		$112K Sell
1,580
-23
-1% -$1.67K ﹤0.01% 396
2022
Q2 		$124K Buy
1,603
+14
+0.9% +$1.07K ﹤0.01% 382
2022
Q1 		$117K Sell
1,589
-2,074
-57% -$139K ﹤0.01% 412
2021
Q4 		$228K Sell
3,663
-279
-7% -$16.4K 0.01% 345
2021
Q3 		$235K Buy
3,942
+108
+3% +$7.11K 0.01% 320
2021
Q2 		$237K Buy
3,834
+118
+3% +$7.69K 0.01% 325
2021
Q1 		$236K Sell
3,716
-868
-19% -$54K 0.01% 281
2020
Q4 		$287K Sell
4,584
-246
-5% -$15.1K 0.02% 204
2020
Q3 		$291K Buy
4,830
+740
+18% +$44.5K 0.02% 176
2020
Q2 		$241K Buy
4,090
+13
+0.3% +$778 0.02% 178
2020
Q1 		$227K Buy
+4,077
New +$249K 0.03% 168
2019
Q4 		– Sell
-3,311
Closed -$168K – 1274
2019
Q3 		$168K Buy
+3,311
New +$156K 0.02% 287

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

Evoke Wealth's BMY Position: Q1 2026 in Review

Evoke Wealth increased its Bristol-Myers Squibb (BMY) stake by 44% in Q1 2026, buying an estimated $457K and bringing the position to 25,490 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #212.

Evoke Wealth first reported a position in BMY in Q3 2019 and has held it in 18 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Evoke Wealth held 25,490 shares of Bristol-Myers Squibb worth $1.55M as of Q1 2026.
  • Evoke Wealth bought 7,845 Bristol-Myers Squibb shares in Q1 2026, an estimated $457K.
  • Bristol-Myers Squibb made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #212 holding.
  • Evoke Wealth first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 18 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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