Impact Partnership Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Impact Partnership 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	$541K	Sell	8,920 -2,819	-24%	-$164K	0.07%	190
2025 Q4	$633K	Sell	11,739 -20,813	-64%	-$1M	0.08%	162
2025 Q3	$1.47M	Buy	32,552 +5,456	+20%	+$255K	0.22%	53
2025 Q2	$1.25M	Buy	27,096 +12,917	+91%	+$634K	0.23%	44
2025 Q1	$865K	Sell	14,179 -3,789	-21%	-$221K	0.18%	56
2024 Q4	$1.02M	Sell	17,968 -11	-0.1%	-$615	0.21%	58
2024 Q3	$930K	Buy	+17,979	New	+$843K	0.21%	57
2024 Q2	–	Sell	-14,561	Closed	-$790K	–	266
2024 Q1	$790K	Sell	14,561 -2,112	-13%	-$108K	0.31%	38
2023 Q4	$855K	Buy	16,673 +15,082	+948%	+$792K	0.31%	38
2023 Q3	$92.3K	Sell	1,591 -3,459	-68%	-$212K	0.03%	328
2023 Q2	$323K	Buy	+5,050	New	+$339K	0.11%	129

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's BMY Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q1 2026, selling an estimated $164K and leaving 8,920 shares worth $541K. The position accounts for 0.07% of the portfolio, ranked #190.

Impact Partnership Wealth first reported a position in BMY in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Impact Partnership Wealth held 8,920 shares of Bristol-Myers Squibb worth $541K as of Q1 2026.
Impact Partnership Wealth sold 2,819 Bristol-Myers Squibb shares in Q1 2026, an estimated $164K.
Bristol-Myers Squibb made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #190 holding.
Impact Partnership Wealth first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 11 quarters since.
Impact Partnership Wealth's Bristol-Myers Squibb position peaked at $1.47M in Q3 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.