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

Founders Financial Securities’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 		$1M Buy
16,881
+2,033
+14% +$119K 0.06% 291
2025
Q4 		$801K Buy
14,848
+1,106
+8% +$53.2K 0.05% 320
2025
Q3 		$620K Buy
13,742
+730
+6% +$34.1K 0.04% 315
2025
Q2 		$602K Buy
13,012
+443
+4% +$21.7K 0.05% 306
2025
Q1 		$609K Buy
12,569
+190
+2% +$11.1K 0.05% 288
2024
Q4 		$700K Buy
12,379
+472
+4% +$26.4K 0.06% 225
2024
Q3 		$616K Sell
11,907
-1,705
-13% -$80K 0.06% 238
2024
Q2 		$565K Buy
13,612
+1,212
+10% +$54.2K 0.05% 266
2024
Q1 		$672K Buy
+12,400
New +$632K 0.07% 220
2023
Q3 		– Sell
-20,228
Closed -$1.29M – 334
2023
Q2 		$1.29M Buy
20,228
+436
+2% +$29.2K 0.17% 115
2023
Q1 		$1.37M Buy
19,792
+814
+4% +$57.4K 0.2% 100
2022
Q4 		$1.37M Sell
18,978
-899
-5% -$67.8K 0.21% 95
2022
Q3 		$1.41M Buy
19,877
+407
+2% +$29.5K 0.25% 88
2022
Q2 		$1.5M Buy
19,470
+383
+2% +$29.2K 0.29% 72
2022
Q1 		$1.39M Buy
19,087
+700
+4% +$47K 0.25% 84
2021
Q4 		$1.15M Buy
18,387
+584
+3% +$34.3K 0.21% 95
2021
Q3 		$1.05M Buy
17,803
+877
+5% +$57.8K 0.21% 100
2021
Q2 		$1.13M Buy
16,926
+1,287
+8% +$83.9K 0.22% 96
2021
Q1 		$987K Buy
15,639
+741
+5% +$46.1K 0.23% 92
2020
Q4 		$924K Buy
+14,898
New +$916K 0.22% 83
2020
Q3 		– Sell
-16,075
Closed -$945K – 168
2020
Q2 		$945K Buy
16,075
+321
+2% +$19.2K 0.31% 59
2020
Q1 		$878K Sell
15,754
-5,387
-25% -$329K 0.33% 44
2019
Q4 		$1.36M Buy
21,141
+123
+0.6% +$7.04K 0.46% 43
2019
Q3 		$1.07M Buy
21,018
+1,406
+7% +$66.1K 0.34% 59
2019
Q2 		$889K Buy
+19,612
New +$914K 0.29% 56
2017
Q1 		– Sell
-5,912
Closed -$345K – 93
2016
Q4 		$345K Buy
+5,912
New +$323K 0.14% 68

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 Securities's BMY Position: Q1 2026 in Review

Founders Financial Securities increased its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, buying an estimated $119K and bringing the position to 16,881 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #291.

Founders Financial Securities first reported a position in BMY in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.5M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Founders Financial Securities held 16,881 shares of Bristol-Myers Squibb worth $1M as of Q1 2026.
  • Founders Financial Securities bought 2,033 Bristol-Myers Squibb shares in Q1 2026, an estimated $119K.
  • Bristol-Myers Squibb made up 0.06% of Founders Financial Securities's portfolio in Q1 2026, its #291 holding.
  • Founders Financial Securities first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 26 quarters since.
  • Founders Financial Securities's Bristol-Myers Squibb position peaked at $1.5M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.