Fulcrum Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Fulcrum Asset 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	$716K	Buy	11,979 +969	+9%	+$56.5K	0.11%	117
2025 Q4	$597K	Sell	11,010 -326	-3%	-$15.7K	0.17%	87
2025 Q3	$511K	Sell	11,336 -314	-3%	-$14.7K	0.14%	92
2025 Q2	$539K	Buy	+11,650	New	+$572K	0.15%	99
2022 Q1	–	Hold	0	–	–	–	96
2021 Q4	–	Hold	0	–	–	–	42
2021 Q3	–	Hold	0	–	–	–	42
2021 Q2	–	Hold	0	–	–	–	18
2021 Q1	–	Hold	0	–	–	–	34

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

Fulcrum Asset Management's BMY Position: Q1 2026 in Review

Fulcrum Asset Management increased its Bristol-Myers Squibb (BMY) stake by 8.8% in Q1 2026, buying an estimated $56.5K and bringing the position to 11,979 shares worth $716K. The position accounts for 0.11% of the portfolio, ranked #117.

Fulcrum Asset Management first reported a position in BMY in Q2 2025 and has held it in 4 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Fulcrum Asset Management held 11,979 shares of Bristol-Myers Squibb worth $716K as of Q1 2026.
Fulcrum Asset Management bought 969 Bristol-Myers Squibb shares in Q1 2026, an estimated $56.5K.
Bristol-Myers Squibb made up 0.11% of Fulcrum Asset Management's portfolio in Q1 2026, its #117 holding.
Fulcrum Asset Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 4 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.