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Frisch Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Frisch Financial Group’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 		$284K Buy
4,690
+444
+10% +$25.9K 0.06% 137
2025
Q4 		$229K Buy
+4,246
New +$204K 0.05% 146
2025
Q2 		– Sell
-4,158
Closed -$254K – 145
2025
Q1 		$254K Buy
4,158
+53
+1% +$3.09K 0.07% 110
2024
Q4 		$232K Sell
4,105
-7
-0.2% -$391 0.07% 114
2024
Q3 		$213K Buy
+4,112
New +$193K 0.06% 123
2024
Q2 		– Sell
-3,947
Closed -$214K – 139
2024
Q1 		$214K Buy
+3,947
New +$201K 0.07% 120
2023
Q4 		– Sell
-6,611
Closed -$384K – 128
2023
Q3 		$384K Sell
6,611
-1,681
-20% -$103K 0.16% 71
2023
Q2 		$530K Buy
+8,292
New +$556K 0.25% 59
2023
Q1 		– Sell
-9,671
Closed -$696K – 118
2022
Q4 		$696K Buy
9,671
+63
+0.7% +$4.75K 0.26% 57
2022
Q3 		$683K Buy
9,608
+65
+0.7% +$4.71K 0.29% 51
2022
Q2 		$735K Buy
9,543
+42
+0.4% +$3.2K 0.28% 52
2022
Q1 		$694K Sell
9,501
-393
-4% -$26.4K 0.22% 63
2021
Q4 		$616K Buy
9,894
+219
+2% +$12.8K 0.19% 70
2021
Q3 		$572K Sell
9,675
-211
-2% -$13.9K 0.19% 67
2021
Q2 		$661K Buy
9,886
+60
+0.6% +$3.91K 0.21% 63
2021
Q1 		$620K Buy
9,826
+407
+4% +$25.3K 0.21% 65
2020
Q4 		$584K Sell
9,419
-57
-0.6% -$3.5K 0.21% 58
2020
Q3 		$571K Sell
9,476
-317
-3% -$19.1K 0.25% 51
2020
Q2 		$576K Sell
9,793
-110
-1% -$6.58K 0.27% 46
2020
Q1 		$552K Sell
9,903
-803
-8% -$49.1K 0.32% 47
2019
Q4 		$687K Buy
10,706
+30
+0.3% +$1.72K 0.33% 46
2019
Q3 		$541K Buy
10,676
+929
+10% +$43.7K 0.33% 47
2019
Q2 		$442K Sell
9,747
-5,888
-38% -$274K 0.3% 52
2019
Q1 		$746K Buy
15,635
+22
+0.1% +$1.1K 0.46% 44
2018
Q4 		$812K Buy
+15,613
New +$839K 0.57% 38

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

Frisch Financial Group's BMY Position: Q1 2026 in Review

Frisch Financial Group increased its Bristol-Myers Squibb (BMY) stake by 10% in Q1 2026, buying an estimated $25.9K and bringing the position to 4,690 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #137.

Frisch Financial Group first reported a position in BMY in Q4 2018 and has held it in 25 quarters since. The position peaked at $812K in Q4 2018. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Frisch Financial Group held 4,690 shares of Bristol-Myers Squibb worth $284K as of Q1 2026.
  • Frisch Financial Group bought 444 Bristol-Myers Squibb shares in Q1 2026, an estimated $25.9K.
  • Bristol-Myers Squibb made up 0.06% of Frisch Financial Group's portfolio in Q1 2026, its #137 holding.
  • Frisch Financial Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 25 quarters since.
  • Frisch Financial Group's Bristol-Myers Squibb position peaked at $812K in Q4 2018.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.