GeoWealth Management’s Bristol-Myers Squibb BMY Stock Holding History

GeoWealth 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	$1.08M	Buy	17,850 +7,195	+68%	+$419K	0.04%	263
2025 Q4	$575K	Sell	10,655 -239	-2%	-$11.5K	0.02%	406
2025 Q3	$491K	Sell	10,894 -931	-8%	-$43.5K	0.02%	455
2025 Q2	$547K	Buy	11,825 +208	+2%	+$10.2K	0.02%	387
2025 Q1	$709K	Sell	11,617 -2,150	-16%	-$125K	0.03%	349
2024 Q4	$779K	Sell	13,767 -98	-0.7%	-$5.48K	0.03%	361
2024 Q3	$717K	Buy	13,865 +2,468	+22%	+$116K	0.03%	385
2024 Q2	$473K	Sell	11,397 -6,925	-38%	-$310K	0.02%	446
2024 Q1	$994K	Buy	18,322 +7,826	+75%	+$399K	0.04%	294
2023 Q4	$539K	Buy	10,496 +8,505	+427%	+$446K	0.04%	319
2023 Q3	$115K	Buy	1,991 +389	+24%	+$23.8K	0.01%	322
2023 Q2	$103K	Buy	1,602 +41	+3%	+$2.75K	0.01%	286
2023 Q1	$108K	Sell	1,561 -35	-2%	-$2.47K	0.01%	237
2022 Q4	$114K	Sell	1,596 -69	-4%	-$5.2K	0.01%	269
2022 Q3	$118K	Buy	+1,665	New	+$121K	0.01%	265
2021 Q3	–	Sell	-1,101	Closed	-$74K	–	394
2021 Q2	$74K	Buy	+1,101	New	+$71.8K	0.01%	224
2019 Q4	–	Sell	-5,109	Closed	-$259K	–	113
2019 Q3	$259K	Buy	+5,109	New	+$240K	0.06%	170

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

GeoWealth Management's BMY Position: Q1 2026 in Review

GeoWealth Management increased its Bristol-Myers Squibb (BMY) stake by 68% in Q1 2026, buying an estimated $419K and bringing the position to 17,850 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #263.

GeoWealth Management first reported a position in BMY in Q3 2019 and has held it in 17 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

GeoWealth Management held 17,850 shares of Bristol-Myers Squibb worth $1.08M as of Q1 2026.
GeoWealth Management bought 7,195 Bristol-Myers Squibb shares in Q1 2026, an estimated $419K.
Bristol-Myers Squibb made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #263 holding.
GeoWealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 17 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.