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

Greenwich 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 		$335K Sell
5,516
-453
-8% -$26.4K 0.01% 231
2025
Q4 		$322K Buy
+5,969
New +$287K 0.01% 227
2025
Q1 		– Sell
-4,225
Closed -$239K – 242
2024
Q4 		$239K Sell
4,225
-105
-2% -$5.87K 0.02% 221
2024
Q3 		$224K Buy
+4,330
New +$203K 0.02% 224
2024
Q2 		– Sell
-4,016
Closed -$218K – 246
2024
Q1 		$218K Buy
+4,016
New +$205K 0.02% 217
2023
Q3 		– Sell
-3,358
Closed -$215K – 230
2023
Q2 		$215K Sell
3,358
-684
-17% -$45.9K 0.02% 207
2023
Q1 		$280K Buy
4,042
+367
+10% +$25.9K 0.03% 191
2022
Q4 		$264K Buy
3,675
+221
+6% +$16.7K 0.03% 196
2022
Q3 		$246K Buy
3,454
+599
+21% +$43.5K 0.03% 199
2022
Q2 		$220K Buy
+2,855
New +$217K 0.03% 211
2016
Q3 		– Sell
-3,726
Closed -$274K – 212
2016
Q2 		$274K Hold
3,726
– – 0.07% 160
2016
Q1 		$238K Buy
3,726
+250
+7% +$15.8K 0.06% 162
2015
Q4 		$239K Hold
3,476
– – 0.06% 134
2015
Q3 		$206K Hold
3,476
– – 0.05% 152
2015
Q2 		$231K Hold
3,476
– – 0.03% 157
2015
Q1 		$224K Hold
3,476
– – 0.03% 157
2014
Q4 		$205K Sell
3,476
-2,056
-37% -$116K 0.01% 160
2014
Q3 		$283K Sell
5,532
-110
-2% -$5.5K 0.02% 152
2014
Q2 		$274K Buy
5,642
+166
+3% +$8.18K 0.02% 144
2014
Q1 		$284K Sell
5,476
-1,000
-15% -$53.2K 0.02% 134
2013
Q4 		$344K Sell
6,476
-119
-2% -$6.06K 0.03% 132
2013
Q3 		$305K Hold
6,595
– – 0.02% 132
2013
Q2 		$295K Buy
+6,595
New +$286K 0.02% 123

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

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

Greenwich Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 7.6% in Q1 2026, selling an estimated $26.4K and leaving 5,516 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #231.

Greenwich Wealth Management first reported a position in BMY in Q2 2013 and has held it in 23 quarters since. The position peaked at $344K in Q4 2013. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Greenwich Wealth Management held 5,516 shares of Bristol-Myers Squibb worth $335K as of Q1 2026.
  • Greenwich Wealth Management sold 453 Bristol-Myers Squibb shares in Q1 2026, an estimated $26.4K.
  • Bristol-Myers Squibb made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Greenwich Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 23 quarters since.
  • Greenwich Wealth Management's Bristol-Myers Squibb position peaked at $344K in Q4 2013.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.