Insigneo Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

Insigneo Advisory Services’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	$278K	Sell	4,590 -13,373	-74%	-$780K	0.02%	529
2025 Q4	$969K	Buy	+17,963	New	+$864K	0.07%	215
2025 Q2	–	Sell	-3,563	Closed	-$217K	–	680
2025 Q1	$217K	Sell	3,563 -3,046	-46%	-$178K	0.02%	502
2024 Q4	$374K	Sell	6,609 -7,455	-53%	-$417K	0.04%	360
2024 Q3	$728K	Sell	14,064 -6,850	-33%	-$321K	0.07%	229
2024 Q2	$995K	Sell	20,914 -3,187	-13%	-$143K	0.11%	173
2024 Q1	$1.31M	Buy	24,101 +10,692	+80%	+$545K	0.16%	127
2023 Q4	$688K	Buy	+13,409	New	+$704K	0.1%	193

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

Insigneo Advisory Services's BMY Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 74% in Q1 2026, selling an estimated $780K and leaving 4,590 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #529.

Insigneo Advisory Services first reported a position in BMY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Insigneo Advisory Services held 4,590 shares of Bristol-Myers Squibb worth $278K as of Q1 2026.
Insigneo Advisory Services sold 13,373 Bristol-Myers Squibb shares in Q1 2026, an estimated $780K.
Bristol-Myers Squibb made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #529 holding.
Insigneo Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 8 quarters since.
Insigneo Advisory Services's Bristol-Myers Squibb position peaked at $1.31M in Q1 2024.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.