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

Evolution 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 		$7.88K Hold
130
– – 0.01% 548
2025
Q4 		$7.01K Buy
130
+25
+24% +$1.2K 0.01% 490
2025
Q3 		$4.74K Sell
105
-118
-53% -$5.51K ﹤0.01% 455
2025
Q2 		$10.3K Buy
+223
New +$10.9K 0.01% 357

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

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

Evolution Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 130 shares worth $7.88K. The position accounts for 0.01% of the portfolio, ranked #548.

Evolution Wealth Management first reported a position in BMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q2 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Evolution Wealth Management held 130 shares of Bristol-Myers Squibb worth $7.88K as of Q1 2026.
  • Evolution Wealth Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #548 holding.
  • Evolution Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Bristol-Myers Squibb position peaked at $10.3K in Q2 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.