Genesee Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Genesee Capital Advisors’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	$288K	Sell	4,744 -32	-0.7%	-$1.86K	0.12%	112
2025 Q4	$258K	Sell	4,776 -92	-2%	-$4.43K	0.1%	113
2025 Q3	$220K	Sell	4,868 -292	-6%	-$13.6K	0.1%	111
2025 Q2	$239K	Sell	5,160 -381	-7%	-$18.7K	0.11%	107
2025 Q1	$338K	Buy	5,541 +340	+7%	+$19.8K	0.17%	93
2024 Q4	$294K	Buy	5,201 +60	+1%	+$3.35K	0.14%	103
2024 Q3	$266K	Buy	5,141 +7	+0.1%	+$328	0.13%	102
2024 Q2	$213K	Buy	5,134 +7	+0.1%	+$313	0.1%	114
2024 Q1	$278K	Buy	5,127 +56	+1%	+$2.85K	0.15%	92
2023 Q4	$260K	Buy	+5,071	New	+$266K	0.16%	87

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

Genesee Capital Advisors's BMY Position: Q1 2026 in Review

Genesee Capital Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.67% in Q1 2026, selling an estimated $1.86K and leaving 4,744 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #112.

Genesee Capital Advisors first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Genesee Capital Advisors held 4,744 shares of Bristol-Myers Squibb worth $288K as of Q1 2026.
Genesee Capital Advisors sold 32 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.86K.
Bristol-Myers Squibb made up 0.12% of Genesee Capital Advisors's portfolio in Q1 2026, its #112 holding.
Genesee Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
Genesee Capital Advisors's Bristol-Myers Squibb position peaked at $338K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.