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Gen-Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Gen-Wealth 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 		$147K Buy
2,420
+65
+3% +$3.79K 0.05% 278
2025
Q4 		$127K Buy
2,355
+125
+6% +$6.01K 0.04% 304
2025
Q3 		$101K Hold
2,230
– – 0.03% 322
2025
Q2 		$103K Hold
2,230
– – 0.04% 279
2025
Q1 		$136K Hold
2,230
– – 0.06% 242
2024
Q4 		$126K Sell
2,230
-31
-1% -$1.73K 0.05% 258
2024
Q3 		$119K Buy
2,261
+100
+5% +$4.69K 0.05% 266
2024
Q2 		$89.7K Sell
2,161
-1,121
-34% -$50.2K 0.04% 295
2024
Q1 		$178K Buy
+3,282
New +$167K 0.09% 219

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

Gen-Wealth Partners's BMY Position: Q1 2026 in Review

Gen-Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 2.8% in Q1 2026, buying an estimated $3.79K and bringing the position to 2,420 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #278.

Gen-Wealth Partners first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. The position peaked at $178K in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Gen-Wealth Partners held 2,420 shares of Bristol-Myers Squibb worth $147K as of Q1 2026.
  • Gen-Wealth Partners bought 65 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.79K.
  • Bristol-Myers Squibb made up 0.05% of Gen-Wealth Partners's portfolio in Q1 2026, its #278 holding.
  • Gen-Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Bristol-Myers Squibb position peaked at $178K in Q1 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.