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Founders Financial Alliance’s Bristol-Myers Squibb BMY Stock Holding History

Founders Financial Alliance’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 		$555K Buy
9,145
+1,347
+17% +$78.5K 0.1% 193
2025
Q4 		$421K Sell
7,798
-1,654
-17% -$79.6K 0.08% 222
2025
Q3 		$426K Buy
9,452
+1,407
+17% +$65.7K 0.08% 228
2025
Q2 		$372K Sell
8,045
-241
-3% -$11.8K 0.08% 222
2025
Q1 		$505K Sell
8,286
-95
-1% -$5.54K 0.12% 166
2024
Q4 		$474K Sell
8,381
-36
-0.4% -$2.01K 0.13% 151
2024
Q3 		$435K Buy
8,417
+27
+0.3% +$1.27K 0.12% 161
2024
Q2 		$348K Buy
8,390
+1,287
+18% +$57.6K 0.1% 191
2024
Q1 		$385K Buy
7,103
+275
+4% +$14K 0.12% 181
2023
Q4 		$350K Buy
6,828
+106
+2% +$5.56K 0.14% 162
2023
Q3 		$390K Sell
6,722
-783
-10% -$48K 0.17% 122
2023
Q2 		$480K Buy
7,505
+577
+8% +$38.7K 0.19% 112
2023
Q1 		$481K Sell
6,928
-439
-6% -$31K 0.24% 100
2022
Q4 		$530K Buy
7,367
+320
+5% +$24.1K 0.24% 98
2022
Q3 		$501K Buy
7,047
+849
+14% +$61.6K 0.26% 92
2022
Q2 		$477K Sell
6,198
-990
-14% -$75.4K 0.24% 97
2022
Q1 		$525K Sell
7,188
-570
-7% -$38.3K 0.23% 98
2021
Q4 		$484K Buy
7,758
+574
+8% +$33.7K 0.19% 115
2021
Q3 		$424K Buy
7,184
+110
+2% +$7.24K 0.2% 117
2021
Q2 		$473K Buy
7,074
+215
+3% +$14K 0.22% 108
2021
Q1 		$443K Buy
6,859
+1,564
+30% +$97.3K 0.22% 103
2020
Q4 		$327K Buy
5,295
+801
+18% +$49.3K 0.18% 127
2020
Q3 		$272K Buy
+4,494
New +$270K 0.16% 123

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

Founders Financial Alliance's BMY Position: Q1 2026 in Review

Founders Financial Alliance increased its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, buying an estimated $78.5K and bringing the position to 9,145 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #193.

Founders Financial Alliance first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Founders Financial Alliance held 9,145 shares of Bristol-Myers Squibb worth $555K as of Q1 2026.
  • Founders Financial Alliance bought 1,347 Bristol-Myers Squibb shares in Q1 2026, an estimated $78.5K.
  • Bristol-Myers Squibb made up 0.1% of Founders Financial Alliance's portfolio in Q1 2026, its #193 holding.
  • Founders Financial Alliance first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.