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

Hohimer 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 		$382K Sell
6,301
-9
-0.1% -$525 0.05% 226
2025
Q4 		$340K Sell
6,310
-158
-2% -$7.6K 0.05% 214
2025
Q3 		$292K Buy
6,468
+66
+1% +$3.08K 0.04% 225
2025
Q2 		$296K Sell
6,402
-2,831
-31% -$139K 0.05% 184
2025
Q1 		$563K Sell
9,233
-58,020
-86% -$3.38M 0.11% 145
2024
Q4 		$3.8M Sell
67,253
-1,223
-2% -$68.3K 0.72% 46
2024
Q3 		$3.54M Sell
68,476
-962
-1% -$45.1K 0.76% 54
2024
Q2 		$2.88M Buy
69,438
+45,884
+195% +$2.05M 0.67% 65
2024
Q1 		$1.28M Sell
23,554
-1,008
-4% -$51.3K 0.3% 92
2023
Q4 		$1.26M Sell
24,562
-20,225
-45% -$1.06M 0.32% 87
2023
Q3 		$2.6M Sell
44,787
-2,565
-5% -$157K 0.74% 44
2023
Q2 		$3.03M Sell
47,352
-2,308
-5% -$155K 0.84% 41
2023
Q1 		$3.44M Buy
49,660
+43,676
+730% +$3.08M 1% 30
2022
Q4 		$431K Sell
5,984
-10,590
-64% -$799K 0.14% 120
2022
Q3 		$1.18M Hold
16,574
– – 0.38% 81
2022
Q2 		$1.28M Sell
16,574
-10,408
-39% -$793K 0.38% 83
2022
Q1 		$1.97M Buy
26,982
+389
+1% +$26.1K 0.39% 84
2021
Q4 		$1.66M Sell
26,593
-2,088
-7% -$122K 0.35% 90
2021
Q3 		$1.7M Sell
28,681
-45,244
-61% -$2.98M 0.36% 93
2021
Q2 		$4.94M Buy
73,925
+15,533
+27% +$1.01M 1.01% 25
2021
Q1 		$3.69M Buy
58,392
+5,615
+11% +$349K 0.9% 32
2020
Q4 		$3.27M Sell
52,777
-229
-0.4% -$14.1K 0.87% 32
2020
Q3 		$3.22M Buy
53,006
+6,606
+14% +$398K 0.92% 26
2020
Q2 		$2.73M Buy
46,400
+11,360
+32% +$679K 0.94% 29
2020
Q1 		$2.19M Sell
35,040
-415
-1% -$25.4K 0.93% 33
2019
Q4 		$2.28M Buy
+35,455
New +$2.03M 0.79% 28

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

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

Hohimer Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.14% in Q1 2026, selling an estimated $525 and leaving 6,301 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #226.

Hohimer Wealth Management first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.94M in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Hohimer Wealth Management held 6,301 shares of Bristol-Myers Squibb worth $382K as of Q1 2026.
  • Hohimer Wealth Management sold 9 Bristol-Myers Squibb shares in Q1 2026, an estimated $525.
  • Bristol-Myers Squibb made up 0.05% of Hohimer Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Hohimer Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Bristol-Myers Squibb position peaked at $4.94M in Q2 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.