Focus Partners Wealth
BMY icon

Focus Partners Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Focus Partners 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 		$37.9M Buy
624,337
+65,636
+12% +$3.83M 0.04% 348
2025
Q4 		$30.1M Buy
558,701
+339,041
+154% +$16.3M 0.03% 396
2025
Q3 		$9.91M Buy
219,660
+12,029
+6% +$562K 0.02% 561
2025
Q2 		$9.61M Sell
207,631
-10,455
-5% -$513K 0.02% 507
2025
Q1 		$13.3M Sell
218,086
-8,352
-4% -$487K 0.03% 416
2024
Q4 		$12.8M Buy
226,438
+43,334
+24% +$2.42M 0.03% 404
2024
Q3 		$9.47M Sell
183,104
-98,888
-35% -$4.64M 0.03% 414
2024
Q2 		$11.7M Buy
281,992
+74,471
+36% +$3.33M 0.04% 350
2024
Q1 		$11.3M Sell
207,521
-1,290
-0.6% -$65.7K 0.09% 203
2023
Q4 		$10.7M Buy
+208,811
New +$11M 0.14% 144

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

Focus Partners Wealth's BMY Position: Q1 2026 in Review

Focus Partners Wealth increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $3.83M and bringing the position to 624,337 shares worth $37.9M. The position accounts for 0.04% of the portfolio, ranked #348.

Focus Partners Wealth first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Focus Partners Wealth held 624,337 shares of Bristol-Myers Squibb worth $37.9M as of Q1 2026.
  • Focus Partners Wealth bought 65,636 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.83M.
  • Bristol-Myers Squibb made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #348 holding.
  • Focus Partners Wealth first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.