Fiduciary Alliance’s Bristol-Myers Squibb BMY Stock Holding History

Fiduciary Alliance’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	$510K	Sell	8,814 -482	-5%	-$28.1K	0.03%	371
2025 Q4	$501K	Sell	9,296 -4,334	-32%	-$208K	0.03%	343
2025 Q3	$615K	Buy	13,630 +471	+4%	+$22K	0.04%	308
2025 Q2	$609K	Buy	13,159 +8,912	+210%	+$437K	0.05%	295
2025 Q1	$259K	Sell	4,247 -228	-5%	-$13.3K	0.03%	336
2024 Q4	$253K	Buy	+4,475	New	+$250K	0.03%	310
2023 Q3	–	Sell	-300	Closed	-$19.2K	–	259
2023 Q2	$19.2K	Buy	+300	New	+$20.1K	﹤0.01%	462

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

Fiduciary Alliance's BMY Position: Q1 2026 in Review

Fiduciary Alliance reduced its Bristol-Myers Squibb (BMY) stake by 5.2% in Q1 2026, selling an estimated $28.1K and leaving 8,814 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #371.

Fiduciary Alliance first reported a position in BMY in Q2 2023 and has held it in 7 quarters since. The position peaked at $615K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Fiduciary Alliance held 8,814 shares of Bristol-Myers Squibb worth $510K as of Q1 2026.
Fiduciary Alliance sold 482 Bristol-Myers Squibb shares in Q1 2026, an estimated $28.1K.
Bristol-Myers Squibb made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #371 holding.
Fiduciary Alliance first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 7 quarters since.
Fiduciary Alliance's Bristol-Myers Squibb position peaked at $615K in Q3 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.