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Journey Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Journey Advisory Group’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 		$1.01M Sell
16,941
-700
-4% -$40.8K 0.09% 138
2025
Q4 		$942K Sell
17,641
-214
-1% -$10.3K 0.08% 158
2025
Q3 		$805K Buy
17,855
+194
+1% +$9.06K 0.06% 165
2025
Q2 		$818K Sell
17,661
-235
-1% -$11.5K 0.06% 173
2025
Q1 		$1.09M Buy
17,896
+75
+0.4% +$4.37K 0.09% 146
2024
Q4 		$740K Hold
17,821
– – 0.09% 122
2024
Q3 		$740K Hold
17,821
– – 0.09% 122
2024
Q2 		$740K Sell
17,821
-9,625
-35% -$431K 0.09% 122
2024
Q1 		$1.49M Sell
27,446
-1,594
-5% -$81.2K 0.18% 96
2023
Q4 		$1.49M Sell
29,040
-29,125
-50% -$1.53M 0.2% 93
2023
Q3 		$3.38M Sell
58,165
-45,038
-44% -$2.76M 0.5% 61
2023
Q2 		$6.6M Buy
103,203
+9,275
+10% +$622K 0.98% 28
2023
Q1 		$6.51M Buy
93,928
+22,973
+32% +$1.62M 1.02% 24
2022
Q4 		$5.11M Buy
70,955
+17,497
+33% +$1.32M 1.27% 16
2022
Q3 		$3.8M Buy
53,458
+7,861
+17% +$570K 0.97% 21
2022
Q2 		$3.36M Buy
45,597
+17,406
+62% +$1.33M 0.77% 29
2022
Q1 		$2.06M Buy
28,191
+7,469
+36% +$502K 0.52% 52
2021
Q4 		$1.29M Buy
20,722
+3,076
+17% +$180K 0.36% 67
2021
Q3 		$1.04M Buy
17,646
+4,019
+29% +$265K 0.34% 72
2021
Q2 		$911K Buy
13,627
+2,155
+19% +$141K 0.29% 76
2021
Q1 		$724K Buy
11,472
+935
+9% +$58.2K 0.25% 89
2020
Q4 		$654K Buy
+10,537
New +$648K 0.24% 90

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

Journey Advisory Group's BMY Position: Q1 2026 in Review

Journey Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 4% in Q1 2026, selling an estimated $40.8K and leaving 16,941 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #138.

Journey Advisory Group first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.6M in Q2 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Journey Advisory Group held 16,941 shares of Bristol-Myers Squibb worth $1.01M as of Q1 2026.
  • Journey Advisory Group sold 700 Bristol-Myers Squibb shares in Q1 2026, an estimated $40.8K.
  • Bristol-Myers Squibb made up 0.09% of Journey Advisory Group's portfolio in Q1 2026, its #138 holding.
  • Journey Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Bristol-Myers Squibb position peaked at $6.6M in Q2 2023.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.