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

HighMark 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 		$66.5K Buy
1,096
+5
+0.5% +$291 0.03% 133
2025
Q4 		$58.9K Buy
1,091
+6
+0.6% +$289 0.02% 152
2025
Q3 		$49K Buy
1,085
+85
+9% +$3.97K 0.02% 158
2025
Q2 		$46.3K Sell
1,000
-32
-3% -$1.57K 0.02% 163
2025
Q1 		$70.2K Sell
1,032
-114
-10% -$6.64K 0.04% 108
2024
Q4 		$64.8K Buy
1,146
+25
+2% +$1.4K 0.04% 106
2024
Q3 		$58K Buy
1,121
+38
+4% +$1.78K 0.03% 135
2024
Q2 		$45K Buy
1,083
+405
+60% +$18.1K 0.03% 142
2024
Q1 		$36.8K Hold
678
– – 0.02% 156
2023
Q4 		$34.8K Sell
678
-27
-4% -$1.42K 0.03% 151
2023
Q3 		$40.9K Buy
705
+45
+7% +$2.76K 0.03% 129
2023
Q2 		$42.2K Buy
660
+27
+4% +$1.81K 0.03% 130
2023
Q1 		$43.9K Hold
633
– – 0.03% 146
2022
Q4 		$45.5K Hold
633
– – 0.03% 108
2022
Q3 		$45K Hold
633
– – 0.04% 103
2022
Q2 		$49K Buy
633
+9
+1% +$685 0.04% 104
2022
Q1 		$46K Buy
624
+41
+7% +$2.75K 0.03% 112
2021
Q4 		$36K Buy
583
+92
+19% +$5.4K 0.02% 138
2021
Q3 		$29K Hold
491
– – 0.02% 152
2021
Q2 		$33K Hold
491
– – 0.02% 146
2021
Q1 		$31K Hold
491
– – 0.02% 135
2020
Q4 		$30K Hold
491
– – 0.03% 133
2020
Q3 		$30K Hold
491
– – 0.03% 133
2020
Q2 		$29K Sell
491
-135
-22% -$8.07K 0.03% 107
2020
Q1 		$34K Sell
626
-93
-13% -$5.68K 0.04% 85
2019
Q4 		$46K Buy
+719
New +$41.2K 0.05% 83

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

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

HighMark Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.46% in Q1 2026, buying an estimated $291 and bringing the position to 1,096 shares worth $66.5K. The position accounts for 0.03% of the portfolio, ranked #133.

HighMark Wealth Management first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $70.2K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • HighMark Wealth Management held 1,096 shares of Bristol-Myers Squibb worth $66.5K as of Q1 2026.
  • HighMark Wealth Management bought 5 Bristol-Myers Squibb shares in Q1 2026, an estimated $291.
  • Bristol-Myers Squibb made up 0.03% of HighMark Wealth Management's portfolio in Q1 2026, its #133 holding.
  • HighMark Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Bristol-Myers Squibb position peaked at $70.2K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.