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FSB Premier Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

FSB Premier Wealth Management’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 		$390K Buy
+6,438
New +$375K 0.12% 160
2022
Q1 		– Sell
-2,655
Closed -$165K – 176
2021
Q4 		$165K Buy
+2,655
New +$156K 0.07% 137

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

FSB Premier Wealth Management's BMY Position: Q1 2026 in Review

FSB Premier Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 6,438 shares worth $390K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings. This is a return to the name: FSB Premier Wealth Management previously reported a position in BMY as recently as Q4 2021.

FSB Premier Wealth Management first reported a position in BMY in Q4 2021 and has held it in 2 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • FSB Premier Wealth Management held 6,438 shares of Bristol-Myers Squibb worth $390K as of Q1 2026.
  • Bristol-Myers Squibb was a new FSB Premier Wealth Management position in Q1 2026.
  • Bristol-Myers Squibb made up 0.12% of FSB Premier Wealth Management's portfolio in Q1 2026, its #160 holding.
  • FSB Premier Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 2 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.