Financial Security Advisor’s Bristol-Myers Squibb BMY Stock Holding History

Financial Security Advisor’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	$265K	Sell	4,362 -87	-2%	-$5.07K	0.05%	136
2025 Q4	$240K	Sell	4,449 -315	-7%	-$15.2K	0.05%	139
2025 Q3	$215K	Buy	4,764 +23	+0.5%	+$1.07K	0.05%	134
2025 Q2	$219K	Buy	4,741 +335	+8%	+$16.4K	0.05%	119
2025 Q1	$269K	Buy	4,406 +28	+0.6%	+$1.63K	0.07%	95
2024 Q4	$248K	Buy	4,378 +107	+3%	+$5.98K	0.06%	98
2024 Q3	$221K	Buy	+4,271	New	+$200K	0.06%	105
2024 Q2	–	Sell	-4,439	Closed	-$241K	–	114
2024 Q1	$241K	Buy	4,439 +141	+3%	+$7.18K	0.08%	91
2023 Q4	$221K	Sell	4,298 -19	-0.4%	-$997	0.09%	90
2023 Q3	$251K	Buy	+4,317	New	+$265K	0.12%	82

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 Security Advisor's BMY Position: Q1 2026 in Review

Financial Security Advisor reduced its Bristol-Myers Squibb (BMY) stake by 2% in Q1 2026, selling an estimated $5.07K and leaving 4,362 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #136.

Financial Security Advisor first reported a position in BMY in Q3 2023 and has held it in 10 quarters since. The position peaked at $269K in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Financial Security Advisor held 4,362 shares of Bristol-Myers Squibb worth $265K as of Q1 2026.
Financial Security Advisor sold 87 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.07K.
Bristol-Myers Squibb made up 0.05% of Financial Security Advisor's portfolio in Q1 2026, its #136 holding.
Financial Security Advisor first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 10 quarters since.
Financial Security Advisor's Bristol-Myers Squibb position peaked at $269K in Q1 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Financial Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.