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

Geneos 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 		$6.25M Buy
103,117
+11,902
+13% +$694K 0.15% 167
2025
Q4 		$4.92M Sell
91,215
-2,126
-2% -$102K 0.12% 205
2025
Q3 		$4.21M Buy
93,341
+1,110
+1% +$51.8K 0.11% 228
2025
Q2 		$4.27M Sell
92,231
-86,920
-49% -$4.27M 0.1% 241
2025
Q1 		$10.9M Buy
179,151
+83,196
+87% +$4.85M 0.16% 157
2024
Q4 		$5.43M Buy
95,955
+3,560
+4% +$199K 0.19% 121
2024
Q3 		$4.78M Buy
92,395
+23,213
+34% +$1.09M 0.18% 135
2024
Q2 		$2.87M Sell
69,182
-12,565
-15% -$562K 0.13% 189
2024
Q1 		$4.43M Buy
81,747
+107
+0.1% +$5.45K 0.2% 129
2023
Q4 		$4.19M Sell
81,640
-14,755
-15% -$775K 0.21% 125
2023
Q3 		$5.59M Buy
96,395
+6,562
+7% +$402K 0.29% 86
2023
Q2 		$5.74M Buy
89,833
+11,791
+15% +$791K 0.3% 78
2023
Q1 		$5.41M Sell
78,042
-8,836
-10% -$623K 0.33% 72
2022
Q4 		$6.25M Buy
86,878
+17,357
+25% +$1.31M 0.38% 58
2022
Q3 		$4.94M Sell
69,521
-11,350
-14% -$823K 0.34% 71
2022
Q2 		$6.21M Sell
80,871
-7,990
-9% -$609K 0.31% 70
2022
Q1 		$6.49M Sell
88,861
-6,769
-7% -$454K 0.28% 75
2021
Q4 		$5.97M Sell
95,630
-12,917
-12% -$758K 0.23% 101
2021
Q3 		$6.46M Sell
108,547
-2,918
-3% -$192K 0.25% 88
2021
Q2 		$7.46M Sell
111,465
-10,016
-8% -$653K 0.29% 71
2021
Q1 		$7.59M Buy
121,481
+1,531
+1% +$95.3K 0.21% 109
2020
Q4 		$7.27M Buy
119,950
+8,259
+7% +$508K 0.29% 74
2020
Q3 		$6.65M Sell
111,691
-19,692
-15% -$1.19M 0.34% 66
2020
Q2 		$7.56M Buy
131,383
+1,548
+1% +$92.6K 0.42% 52
2020
Q1 		$6.86M Buy
129,835
+98,276
+311% +$6.01M 0.46% 47
2019
Q4 		$2.02M Sell
31,559
-5,025
-14% -$288K 0.11% 201
2019
Q3 		$1.84M Buy
36,584
+3,764
+11% +$177K 0.11% 187
2019
Q2 		$1.49M Buy
32,820
+6,533
+25% +$304K 0.09% 214
2019
Q1 		$1.25M Sell
26,287
-832
-3% -$41.4K 0.08% 239
2018
Q4 		$1.38M Sell
27,119
-654
-2% -$35.1K 0.1% 203
2018
Q3 		$1.72M Sell
27,773
-45
-0.2% -$2.67K 0.11% 193
2018
Q2 		$1.54M Sell
27,818
-1,143
-4% -$61.7K 0.12% 167
2018
Q1 		$1.83M Sell
28,961
-1,189
-4% -$76.5K 0.16% 134
2017
Q4 		$1.85M Sell
30,150
-527
-2% -$33K 0.17% 138
2017
Q3 		$1.96M Sell
30,677
-1,119
-4% -$65.3K 0.19% 127
2017
Q2 		$1.77M Buy
31,796
+1,410
+5% +$76.7K 0.18% 127
2017
Q1 		$1.65M Buy
30,386
+22
+0.1% +$1.21K 0.17% 124
2016
Q4 		$1.77M Sell
30,364
-8,170
-21% -$447K 0.23% 103
2016
Q3 		$2.08M Buy
38,534
+4,246
+12% +$273K 0.28% 90
2016
Q2 		$2.53M Sell
34,288
-981
-3% -$69.3K 0.37% 65
2016
Q1 		$2.29M Buy
+35,269
New +$2.22M 0.35% 63

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

Geneos Wealth Management's BMY Position: Q1 2026 in Review

Geneos Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $694K and bringing the position to 103,117 shares worth $6.25M. The position accounts for 0.15% of the portfolio, ranked #167.

Geneos Wealth Management first reported a position in BMY in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.9M in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Geneos Wealth Management held 103,117 shares of Bristol-Myers Squibb worth $6.25M as of Q1 2026.
  • Geneos Wealth Management bought 11,902 Bristol-Myers Squibb shares in Q1 2026, an estimated $694K.
  • Bristol-Myers Squibb made up 0.15% of Geneos Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Geneos Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Bristol-Myers Squibb position peaked at $10.9M in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.