FWP
BMY icon

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

Forefront Wealth Partners’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 		– Sell
-4,156
Closed -$224K – 164
2025
Q4 		$224K Buy
+4,156
New +$200K 0.11% 129
2025
Q2 		– Sell
-4,074
Closed -$248K – 101
2025
Q1 		$248K Buy
+4,074
New +$237K 0.17% 108

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

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

Forefront Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 4,156 shares — an estimated $224K sold.

Forefront Wealth Partners first reported a position in BMY in Q1 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Forefront Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Forefront Wealth Partners sold 4,156 Bristol-Myers Squibb shares in Q1 2026, an estimated $224K.
  • Forefront Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 2 quarters.
  • Forefront Wealth Partners's Bristol-Myers Squibb position peaked at $248K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.