FA
BMY icon

Fountainhead AM’s Bristol-Myers Squibb BMY Stock Holding History

Fountainhead AM’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 		$11.9K Buy
196
+55
+39% +$3.21K 0.01% 187
2025
Q4 		$7.61K Sell
141
-14,830
-99% -$713K 0.01% 140
2025
Q3 		$675K Sell
14,971
-807
-5% -$37.7K 0.09% 96
2025
Q2 		$730K Buy
15,778
+161
+1% +$7.9K 0.11% 79
2025
Q1 		$952K Sell
15,617
-743
-5% -$43.3K 0.15% 55
2024
Q4 		$925K Sell
16,360
-365
-2% -$20.4K 0.17% 54
2024
Q3 		$865K Sell
16,725
-301
-2% -$14.1K 0.18% 49
2024
Q2 		$707K Buy
17,026
+228
+1% +$10.2K 0.17% 53
2024
Q1 		$911K Buy
16,798
+1,277
+8% +$65.1K 0.22% 49
2023
Q4 		$796K Buy
15,521
+131
+0.9% +$6.88K 0.22% 50
2023
Q3 		$893K Sell
15,390
-432
-3% -$26.5K 0.31% 35
2023
Q2 		$1.01M Sell
15,822
-674
-4% -$45.2K 0.36% 30
2023
Q1 		$1.14M Buy
16,496
+130
+0.8% +$9.17K 0.45% 27
2022
Q4 		$1.18M Buy
16,366
+113
+0.7% +$8.52K 0.53% 24
2022
Q3 		$1.16M Buy
16,253
+1,256
+8% +$91.1K 0.58% 25
2022
Q2 		$1.16M Buy
14,997
+2,724
+22% +$207K 0.63% 20
2022
Q1 		$896K Sell
12,273
-5,120
-29% -$344K 0.4% 25
2021
Q4 		$1.08M Buy
17,393
+150
+0.9% +$8.8K 0.47% 21
2021
Q3 		$1.02M Sell
17,243
-4,692
-21% -$309K 0.49% 20
2021
Q2 		$1.39M Sell
21,935
-1,183
-5% -$77.1K 0.74% 17
2021
Q1 		$1.46M Buy
23,118
+10,289
+80% +$640K 0.78% 17
2020
Q4 		$796K Buy
+12,829
New +$789K 0.5% 21

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

Fountainhead AM's BMY Position: Q1 2026 in Review

Fountainhead AM increased its Bristol-Myers Squibb (BMY) stake by 39% in Q1 2026, buying an estimated $3.21K and bringing the position to 196 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #187.

Fountainhead AM first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.46M in Q1 2021. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Fountainhead AM held 196 shares of Bristol-Myers Squibb worth $11.9K as of Q1 2026.
  • Fountainhead AM bought 55 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.21K.
  • Bristol-Myers Squibb made up 0.01% of Fountainhead AM's portfolio in Q1 2026, its #187 holding.
  • Fountainhead AM first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Fountainhead AM's Bristol-Myers Squibb position peaked at $1.46M in Q1 2021.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.