FAM
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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
2025
Q2 		– Sell
-10,926
Closed -$517K – 213
2025
Q1 		$517K Sell
10,926
-548
-5% -$31.9K 0.1% 145
2024
Q4 		$524K Sell
11,474
-14,747
-56% -$824K 2.45% 9
2024
Q3 		$1.02M Sell
26,221
-708
-3% -$33.2K 2.34% 15
2024
Q2 		$909K Buy
+26,929
New +$1.2M 2.83% 14

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

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. 2,517 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.
  • 2,517 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.