Financial Consulate’s Bristol-Myers Squibb BMY Stock Holding History

Financial Consulate’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	$99.8K	Sell	1,646 -1,104	-40%	-$64.4K	0.01%	218
2025 Q4	$148K	Sell	2,750 -148	-5%	-$7.12K	0.02%	195
2025 Q3	$131K	Buy	+2,898	New	+$135K	0.02%	200
2023 Q2	–	Sell	-3,370	Closed	-$234K	–	51
2023 Q1	$234K	Buy	3,370 +210	+7%	+$14.8K	0.08%	110
2022 Q4	$227K	Hold	3,160	–	–	0.08%	126
2022 Q3	$225K	Hold	3,160	–	–	0.09%	111
2022 Q2	$243K	Hold	3,160	–	–	0.11%	108
2022 Q1	$231K	Buy	+3,160	New	+$212K	0.09%	117
2021 Q3	–	Sell	-3,162	Closed	-$211K	–	132
2021 Q2	$211K	Sell	3,162 -175	-5%	-$11.4K	0.08%	121
2021 Q1	$211K	Hold	3,337	–	–	0.09%	112
2020 Q4	$207K	Buy	3,337 +25	+0.8%	+$1.54K	0.09%	103
2020 Q3	$200K	Sell	3,312 -345	-9%	-$20.8K	0.1%	96
2020 Q2	$215K	Sell	3,657 -125	-3%	-$7.48K	0.11%	88
2020 Q1	$211K	Sell	3,782 -18	-0.5%	-$1.1K	0.13%	88
2019 Q4	$244K	Buy	+3,800	New	+$218K	0.11%	92

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

Financial Consulate's BMY Position: Q1 2026 in Review

Financial Consulate reduced its Bristol-Myers Squibb (BMY) stake by 40% in Q1 2026, selling an estimated $64.4K and leaving 1,646 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #218.

Financial Consulate first reported a position in BMY in Q4 2019 and has held it in 15 quarters since. The position peaked at $244K in Q4 2019. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Financial Consulate held 1,646 shares of Bristol-Myers Squibb worth $99.8K as of Q1 2026.
Financial Consulate sold 1,104 Bristol-Myers Squibb shares in Q1 2026, an estimated $64.4K.
Bristol-Myers Squibb made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #218 holding.
Financial Consulate first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 15 quarters since.
Financial Consulate's Bristol-Myers Squibb position peaked at $244K in Q4 2019.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.