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Hamilton Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Hamilton Wealth’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 		$5.3M Sell
87,412
-17,071
-16% -$995K 1.03% 27
2025
Q4 		$2.42M Sell
104,483
-95,300
-48% -$4.58M 0.46% 41
2025
Q3 		$9.01M Buy
199,783
+121,956
+157% +$5.7M 1.88% 16
2025
Q2 		$3.6M Buy
77,827
+2,825
+4% +$139K 0.81% 34
2025
Q1 		$4.57M Buy
75,002
+3,550
+5% +$207K 1.1% 23
2024
Q4 		$4.04M Sell
71,452
-124,446
-64% -$6.95M 0.98% 28
2024
Q3 		$10.1M Buy
+195,898
New +$9.19M 2.48% 15
2024
Q2 		– Sell
-66,548
Closed -$3.61M – 103
2024
Q1 		$3.61M Buy
66,548
+34,284
+106% +$1.75M 1.13% 27
2023
Q4 		$1.66M Buy
+32,264
New +$1.69M 0.52% 40
2023
Q2 		– Sell
-38,491
Closed -$2.67M – 94
2023
Q1 		$2.67M Sell
38,491
-671
-2% -$47.3K 0.94% 25
2022
Q4 		$2.82M Buy
39,162
+19,312
+97% +$1.46M 1.15% 26
2022
Q3 		$1.41M Buy
+19,850
New +$1.44M 0.6% 37
2021
Q1 		– Sell
-33,310
Closed -$2.07M – 55
2020
Q4 		$2.07M Sell
33,310
-471
-1% -$29K 1.06% 34
2020
Q3 		$2.04M Buy
33,781
+419
+1% +$25.2K 1.14% 31
2020
Q2 		$1.96M Sell
33,362
-46,580
-58% -$2.79M 1.17% 31
2020
Q1 		$4.46M Buy
79,942
+1,016
+1% +$62.1K 3.33% 12
2019
Q4 		$5.07M Buy
78,926
+1,339
+2% +$76.7K 3.43% 11
2019
Q3 		$3.93M Buy
77,587
+33,297
+75% +$1.56M 2.8% 14
2019
Q2 		$2.01M Buy
+44,290
New +$2.06M 1.47% 25

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

Hamilton Wealth's BMY Position: Q1 2026 in Review

Hamilton Wealth reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q1 2026, selling an estimated $995K and leaving 87,412 shares worth $5.3M. The position accounts for 1.03% of the portfolio, ranked #27.

Hamilton Wealth first reported a position in BMY in Q2 2019 and has held it in 19 quarters since. The position peaked at $10.1M in Q3 2024. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Hamilton Wealth held 87,412 shares of Bristol-Myers Squibb worth $5.3M as of Q1 2026.
  • Hamilton Wealth sold 17,071 Bristol-Myers Squibb shares in Q1 2026, an estimated $995K.
  • Bristol-Myers Squibb made up 1.03% of Hamilton Wealth's portfolio in Q1 2026, its #27 holding.
  • Hamilton Wealth first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 19 quarters since.
  • Hamilton Wealth's Bristol-Myers Squibb position peaked at $10.1M in Q3 2024.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.