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Investor's Fiduciary Advisor Network’s Bristol-Myers Squibb BMY Stock Holding History

Investor's Fiduciary Advisor Network’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 		$533K Buy
8,801
+253
+3% +$14.7K 0.16% 151
2025
Q4 		$461K Buy
8,548
+578
+7% +$27.8K 0.1% 181
2025
Q3 		$359K Buy
7,970
+4
+0.1% +$187 0.12% 173
2025
Q2 		$368K Buy
+7,966
New +$391K 0.14% 159
2025
Q1 		– Sell
-8,200
Closed -$463K – 171
2024
Q4 		$463K Buy
+8,200
New +$458K 0.18% 135

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

Investor's Fiduciary Advisor Network's BMY Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Bristol-Myers Squibb (BMY) stake by 3% in Q1 2026, buying an estimated $14.7K and bringing the position to 8,801 shares worth $533K. The position accounts for 0.16% of the portfolio, ranked #151.

Investor's Fiduciary Advisor Network first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 8,801 shares of Bristol-Myers Squibb worth $533K as of Q1 2026.
  • Investor's Fiduciary Advisor Network bought 253 Bristol-Myers Squibb shares in Q1 2026, an estimated $14.7K.
  • Bristol-Myers Squibb made up 0.16% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #151 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.