Fi3 Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Fi3 Financial Advisors’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	$887K	Buy	14,620 +4,340	+42%	+$253K	0.26%	40
2025 Q4	$554K	Buy	+10,280	New	+$495K	0.17%	59
2025 Q2	–	Sell	-3,885	Closed	-$237K	–	170
2025 Q1	$237K	Buy	3,885 +330	+9%	+$19.2K	0.1%	103
2024 Q4	$201K	Buy	+3,555	New	+$199K	0.08%	120
2023 Q3	–	Sell	-3,135	Closed	-$200K	–	73
2023 Q2	$200K	Buy	3,135 +94	+3%	+$6.3K	0.1%	66
2023 Q1	$211K	Sell	3,041 -165	-5%	-$11.6K	0.11%	66
2022 Q4	$231K	Buy	+3,206	New	+$242K	0.13%	57

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

Fi3 Financial Advisors's BMY Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 42% in Q1 2026, buying an estimated $253K and bringing the position to 14,620 shares worth $887K. The position accounts for 0.26% of the portfolio, ranked #40.

Fi3 Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 7 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Fi3 Financial Advisors held 14,620 shares of Bristol-Myers Squibb worth $887K as of Q1 2026.
Fi3 Financial Advisors bought 4,340 Bristol-Myers Squibb shares in Q1 2026, an estimated $253K.
Bristol-Myers Squibb made up 0.26% of Fi3 Financial Advisors's portfolio in Q1 2026, its #40 holding.
Fi3 Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 7 quarters since.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.