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Greykasell Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Greykasell Wealth Strategies’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 		$112K Buy
1,848
+214
+13% +$12.5K 0.05% 182
2025
Q4 		$88.1K Sell
1,634
-115
-7% -$5.53K 0.03% 196
2025
Q3 		$78.9K Hold
1,749
– – 0.03% 184
2025
Q2 		$80.9K Sell
1,749
-163
-9% -$8K 0.04% 170
2025
Q1 		$117K Buy
+1,912
New +$111K 0.06% 143

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

Greykasell Wealth Strategies's BMY Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,848 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #182.

Greykasell Wealth Strategies first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $117K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Greykasell Wealth Strategies held 1,848 shares of Bristol-Myers Squibb worth $112K as of Q1 2026.
  • Greykasell Wealth Strategies bought 214 Bristol-Myers Squibb shares in Q1 2026, an estimated $12.5K.
  • Bristol-Myers Squibb made up 0.05% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #182 holding.
  • Greykasell Wealth Strategies first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's Bristol-Myers Squibb position peaked at $117K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.