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

Jeppson 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 		$1.18M Sell
19,416
-151
-0.8% -$8.8K 0.37% 64
2025
Q4 		$1.06M Buy
19,567
+820
+4% +$39.4K 0.33% 68
2025
Q3 		$845K Buy
18,747
+1,580
+9% +$73.8K 0.27% 86
2025
Q2 		$795K Buy
17,167
+2,376
+16% +$117K 0.27% 85
2025
Q1 		$902K Sell
14,791
-270
-2% -$15.7K 0.33% 80
2024
Q4 		$852K Sell
15,061
-2
-0% -$112 0.31% 81
2024
Q3 		$779K Buy
15,063
+334
+2% +$15.7K 0.28% 86
2024
Q2 		$612K Sell
14,729
-14,622
-50% -$654K 0.23% 97
2024
Q1 		$1.59M Sell
29,351
-135
-0.5% -$6.88K 0.62% 42
2023
Q4 		$1.51M Buy
29,486
+14,329
+95% +$752K 0.63% 42
2023
Q3 		$880K Sell
15,157
-1,980
-12% -$121K 0.4% 67
2023
Q2 		$1.1M Hold
17,137
– – 0.48% 54
2023
Q1 		$1.19M Sell
17,137
-25
-0.1% -$1.76K 0.52% 48
2022
Q4 		$1.23M Sell
17,162
-50
-0.3% -$3.77K 0.52% 44
2022
Q3 		$1.22M Hold
17,212
– – 0.55% 39
2022
Q2 		$1.32M Hold
17,212
– – 0.57% 40
2022
Q1 		$1.26M Sell
17,212
-493
-3% -$33.1K 0.59% 41
2021
Q4 		$1.1M Sell
17,705
-310
-2% -$18.2K 0.53% 48
2021
Q3 		$1.06M Buy
18,015
+35
+0.2% +$2.31K 0.56% 45
2021
Q2 		$1.2M Hold
17,980
– – 0.65% 40
2021
Q1 		$1.14M Sell
17,980
-55
-0.3% -$3.42K 0.67% 37
2020
Q4 		$1.12M Sell
18,035
-471
-3% -$29K 0.74% 29
2020
Q3 		$1.12M Buy
+18,506
New +$1.11M 0.87% 23

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

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

Jeppson Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.77% in Q1 2026, selling an estimated $8.8K and leaving 19,416 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #64.

Jeppson Wealth Management first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q1 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Jeppson Wealth Management held 19,416 shares of Bristol-Myers Squibb worth $1.18M as of Q1 2026.
  • Jeppson Wealth Management sold 151 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.8K.
  • Bristol-Myers Squibb made up 0.37% of Jeppson Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Jeppson Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Bristol-Myers Squibb position peaked at $1.59M in Q1 2024.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.