James J. Burns & Company’s Bristol-Myers Squibb BMY Stock Holding History

James J. Burns & Company’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	–	Sell	-5,752	Closed	-$310K	–	156
2025 Q4	$310K	Sell	5,752 -3,201	-36%	-$154K	0.04%	127
2025 Q3	$404K	Hold	8,953	–	–	0.06%	104
2025 Q2	$414K	Hold	8,953	–	–	0.07%	99
2025 Q1	$546K	Hold	8,953	–	–	0.1%	82
2024 Q4	$506K	Buy	+8,953	New	+$500K	0.09%	87

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

James J. Burns & Company's BMY Position: Q1 2026 in Review

James J. Burns & Company sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 5,752 shares — an estimated $310K sold.

James J. Burns & Company first reported a position in BMY in Q4 2024 and held it in 5 quarters. The position peaked at $546K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

James J. Burns & Company reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
James J. Burns & Company sold 5,752 Bristol-Myers Squibb shares in Q1 2026, an estimated $310K.
James J. Burns & Company first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 5 quarters.
James J. Burns & Company's Bristol-Myers Squibb position peaked at $546K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.