FourThought Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

FourThought Financial 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	$437K	Sell	7,199 -312	-4%	-$18.2K	0.04%	205
2025 Q4	$405K	Sell	7,511 -2,104	-22%	-$101K	0.03%	245
2025 Q3	$434K	Buy	9,615 +284	+3%	+$13.3K	0.04%	209
2025 Q2	$432K	Sell	9,331 -3,918	-30%	-$192K	0.04%	200
2025 Q1	$808K	Sell	13,249 -100,651	-88%	-$5.87M	0.08%	146
2024 Q4	$6.44M	Sell	113,900 -11,793	-9%	-$659K	0.67%	43
2024 Q3	$6.5M	Buy	125,693 +9,184	+8%	+$431K	0.77%	46
2024 Q2	$4.84M	Buy	116,509 +19,121	+20%	+$856K	0.62%	54
2024 Q1	$5.28M	Buy	97,388 +20,896	+27%	+$1.06M	0.61%	50
2023 Q4	$3.92M	Sell	76,492 -4,153	-5%	-$218K	0.49%	56
2023 Q3	$4.68M	Buy	80,645 +7,188	+10%	+$440K	0.65%	46
2023 Q2	$4.7M	Buy	73,457 +7,223	+11%	+$484K	0.62%	44
2023 Q1	$4.59M	Buy	66,234 +51,647	+354%	+$3.64M	0.63%	48
2022 Q4	$1.05M	Buy	+14,587	New	+$1.1M	0.15%	121

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial Partners's BMY Position: Q1 2026 in Review

FourThought Financial Partners reduced its Bristol-Myers Squibb (BMY) stake by 4.2% in Q1 2026, selling an estimated $18.2K and leaving 7,199 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #205.

FourThought Financial Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.5M in Q3 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

FourThought Financial Partners held 7,199 shares of Bristol-Myers Squibb worth $437K as of Q1 2026.
FourThought Financial Partners sold 312 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.2K.
Bristol-Myers Squibb made up 0.04% of FourThought Financial Partners's portfolio in Q1 2026, its #205 holding.
FourThought Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Bristol-Myers Squibb position peaked at $6.5M in Q3 2024.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.