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Evolve Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Evolve Private 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 		$6.29M Buy
103,634
+1,396
+1% +$81.4K 0.34% 47
2025
Q4 		$5.51M Buy
+102,238
New +$4.92M 0.33% 51

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

Evolve Private Wealth's BMY Position: Q1 2026 in Review

Evolve Private Wealth increased its Bristol-Myers Squibb (BMY) stake by 1.4% in Q1 2026, buying an estimated $81.4K and bringing the position to 103,634 shares worth $6.29M. The position accounts for 0.34% of the portfolio, ranked #47.

Evolve Private Wealth first reported a position in BMY in Q4 2025 and has held it in 2 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Evolve Private Wealth held 103,634 shares of Bristol-Myers Squibb worth $6.29M as of Q1 2026.
  • Evolve Private Wealth bought 1,396 Bristol-Myers Squibb shares in Q1 2026, an estimated $81.4K.
  • Bristol-Myers Squibb made up 0.34% of Evolve Private Wealth's portfolio in Q1 2026, its #47 holding.
  • Evolve Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 2 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.