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Focused Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Focused Wealth Management’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
2020
Q4 		– Sell
-6,000
Closed -$15K – 825
2020
Q3 		$15K Buy
+6,000
New +$361K ﹤0.01% 457
2018
Q2 		– Sell
-13,000
Closed -$12K – 670
2018
Q1 		$12K Buy
13,000
+1,600
+14% +$103K ﹤0.01% 447
2017
Q4 		$9K Buy
+11,400
New +$713K ﹤0.01% 478

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

Focused Wealth Management's BMY Position: Q1 2026 in Review

Focused Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 34% in Q1 2026, buying an estimated $80.7K and bringing the position to 5,443 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #147.

Focused Wealth Management first reported a position in BMY in Q3 2013 and has held it in 48 quarters since. The position peaked at $918K in Q3 2017. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Focused Wealth Management held 5,443 shares of Bristol-Myers Squibb worth $330K as of Q1 2026.
  • Focused Wealth Management bought 1,385 Bristol-Myers Squibb shares in Q1 2026, an estimated $80.7K.
  • Bristol-Myers Squibb made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Focused Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 48 quarters since.
  • Focused Wealth Management's Bristol-Myers Squibb position peaked at $918K in Q3 2017.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.