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

HB 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 		$6.67M Buy
109,993
+22,867
+26% +$1.33M 0.04% 211
2025
Q4 		$4.7M Buy
87,126
+9,429
+12% +$454K 0.03% 255
2025
Q3 		$3.5M Buy
77,697
+9,507
+14% +$444K 0.02% 301
2025
Q2 		$3.16M Sell
68,190
-21,852
-24% -$1.07M 0.03% 287
2025
Q1 		$5.49M Buy
90,042
+16,500
+22% +$962K 0.05% 214
2024
Q4 		$4.16M Buy
73,542
+11,023
+18% +$616K 0.04% 182
2024
Q3 		$3.23M Sell
62,519
-11,974
-16% -$562K 0.03% 209
2024
Q2 		$3.09M Buy
74,493
+4,692
+7% +$210K 0.04% 201
2024
Q1 		$3.79M Buy
69,801
+4,451
+7% +$227K 0.05% 172
2023
Q4 		$3.35M Sell
65,350
-3,413
-5% -$179K 0.05% 166
2023
Q3 		$3.99M Buy
68,763
+5,651
+9% +$346K 0.06% 145
2023
Q2 		$4.04M Buy
63,112
+5,879
+10% +$394K 0.06% 145
2023
Q1 		$3.97M Sell
57,233
-1,872
-3% -$132K 0.07% 141
2022
Q4 		$4.25M Buy
59,105
+8,089
+16% +$610K 0.08% 125
2022
Q3 		$3.63M Sell
51,016
-1,598
-3% -$116K 0.08% 124
2022
Q2 		$4.05M Buy
52,614
+16,395
+45% +$1.25M 0.08% 116
2022
Q1 		$2.65M Buy
36,219
+6,256
+21% +$420K 0.05% 155
2021
Q4 		$1.87M Buy
+29,963
New +$1.76M 0.04% 166

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

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

HB Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 26% in Q1 2026, buying an estimated $1.33M and bringing the position to 109,993 shares worth $6.67M. The position accounts for 0.04% of the portfolio, ranked #211.

HB Wealth Management first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • HB Wealth Management held 109,993 shares of Bristol-Myers Squibb worth $6.67M as of Q1 2026.
  • HB Wealth Management bought 22,867 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.33M.
  • Bristol-Myers Squibb made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #211 holding.
  • HB Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.