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Herold Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Herold Advisors’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 		$2.18M Sell
35,977
-155
-0.4% -$9.04K 0.48% 58
2025
Q4 		$1.95M Sell
36,132
-1,635
-4% -$78.7K 0.44% 63
2025
Q3 		$1.7M Buy
37,767
+558
+1% +$26.1K 0.39% 72
2025
Q2 		$1.72M Buy
37,209
+536
+1% +$26.3K 0.36% 79
2025
Q1 		$2.24M Buy
36,673
+1,685
+5% +$98.2K 0.49% 59
2024
Q4 		$1.98M Sell
34,988
-1,409
-4% -$78.7K 0.43% 62
2024
Q3 		$1.88M Buy
36,397
+1,955
+6% +$91.7K 0.41% 67
2024
Q2 		$1.43M Buy
34,442
+1,529
+5% +$68.4K 0.33% 82
2024
Q1 		$1.79M Buy
32,913
+1,169
+4% +$59.5K 0.43% 67
2023
Q4 		$1.63M Sell
31,744
-1,924
-6% -$101K 0.45% 67
2023
Q3 		$1.95M Buy
33,668
+1,051
+3% +$64.4K 0.59% 50
2023
Q2 		$2.09M Sell
32,617
-656
-2% -$44K 0.64% 43
2023
Q1 		$2.31M Buy
33,273
+926
+3% +$65.3K 0.8% 27
2022
Q4 		$2.33M Buy
32,347
+2,524
+8% +$190K 0.99% 23
2022
Q3 		$2.12M Sell
29,823
-127
-0.4% -$9.21K 1.02% 27
2022
Q2 		$2.31M Sell
29,950
-197
-0.7% -$15K 1.03% 27
2022
Q1 		$2.2M Buy
30,147
+420
+1% +$28.2K 0.78% 32
2021
Q4 		$1.85M Buy
29,727
+2,654
+10% +$156K 0.72% 45
2021
Q3 		$1.6M Buy
+27,073
New +$1.78M 0.62% 47

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

Herold Advisors's BMY Position: Q1 2026 in Review

Herold Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.43% in Q1 2026, selling an estimated $9.04K and leaving 35,977 shares worth $2.18M. The position accounts for 0.48% of the portfolio, ranked #58.

Herold Advisors first reported a position in BMY in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Herold Advisors held 35,977 shares of Bristol-Myers Squibb worth $2.18M as of Q1 2026.
  • Herold Advisors sold 155 Bristol-Myers Squibb shares in Q1 2026, an estimated $9.04K.
  • Bristol-Myers Squibb made up 0.48% of Herold Advisors's portfolio in Q1 2026, its #58 holding.
  • Herold Advisors first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Bristol-Myers Squibb position peaked at $2.33M in Q4 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.