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Forum Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-17,152
Closed -$925K – 421
2025
Q4 		$925K Sell
17,152
-5,060
-23% -$243K 0.01% 265
2025
Q3 		$1M Buy
22,212
+7,649
+53% +$357K 0.01% 235
2025
Q2 		$674K Sell
14,563
-4,166
-22% -$205K 0.01% 311
2025
Q1 		$1.14M Buy
18,729
+1,845
+11% +$108K 0.02% 180
2024
Q4 		$955K Buy
16,884
+5,462
+48% +$305K 0.02% 215
2024
Q3 		$591K Buy
11,422
+1,447
+15% +$67.9K 0.01% 283
2024
Q2 		$414K Buy
9,975
+330
+3% +$14.8K 0.01% 366
2024
Q1 		$523K Buy
9,645
+9
+0.1% +$458 0.01% 310
2023
Q4 		$494K Sell
9,636
-13,174
-58% -$692K 0.01% 292
2023
Q3 		$1.32M Sell
22,810
-58
-0.3% -$3.55K 0.03% 127
2023
Q2 		$1.46M Buy
22,868
+2,234
+11% +$150K 0.03% 114
2023
Q1 		$1.43M Sell
20,634
-791
-4% -$55.8K 0.04% 106
2022
Q4 		$1.54M Buy
21,425
+513
+2% +$38.7K 0.05% 88
2022
Q3 		$1.49M Sell
20,912
-1,876
-8% -$136K 0.07% 80
2022
Q2 		$1.75M Buy
22,788
+3,200
+16% +$244K 0.09% 71
2022
Q1 		$1.43M Buy
19,588
+1,380
+8% +$92.7K 0.07% 87
2021
Q4 		$1.14M Buy
+18,208
New +$1.07M 0.06% 112

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's BMY Position: Q1 2026 in Review

Forum Financial Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 17,152 shares — an estimated $925K sold.

Forum Financial Management first reported a position in BMY in Q4 2021 and held it in 17 quarters. The position peaked at $1.75M in Q2 2022. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Forum Financial Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 17,152 Bristol-Myers Squibb shares in Q1 2026, an estimated $925K.
  • Forum Financial Management first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Bristol-Myers Squibb position peaked at $1.75M in Q2 2022.
  • 2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.