JSW
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Journey Strategic Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Journey Strategic Wealth’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 		$1.26M Buy
20,837
+8,629
+71% +$503K 0.03% 155
2025
Q4 		$659K Sell
12,208
-2,064
-14% -$99.3K 0.02% 248
2025
Q3 		$644K Buy
14,272
+2,578
+22% +$120K 0.02% 239
2025
Q2 		$541K Buy
11,694
+4,397
+60% +$216K 0.02% 279
2025
Q1 		$445K Buy
7,297
+140
+2% +$8.16K 0.02% 246
2024
Q4 		$405K Buy
7,157
+650
+10% +$36.3K 0.02% 266
2024
Q3 		$337K Buy
+6,507
New +$305K 0.01% 306
2023
Q4 		– Sell
-3,705
Closed -$215K – 237
2023
Q3 		$215K Buy
3,705
+89
+2% +$5.45K 0.01% 163
2023
Q2 		$231K Sell
3,616
-3,209
-47% -$215K 0.01% 151
2023
Q1 		$473K Buy
6,825
+986
+17% +$69.5K 0.05% 109
2022
Q4 		$420K Buy
5,839
+30
+0.5% +$2.26K 0.05% 118
2022
Q3 		$413K Buy
5,809
+21
+0.4% +$1.52K 0.06% 79
2022
Q2 		$446K Buy
5,788
+176
+3% +$13.4K 0.06% 64
2022
Q1 		$410K Buy
5,612
+386
+7% +$25.9K 0.04% 69
2021
Q4 		$326K Buy
+5,226
New +$307K 0.03% 112

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 Strategic Wealth's BMY Position: Q1 2026 in Review

Journey Strategic Wealth increased its Bristol-Myers Squibb (BMY) stake by 71% in Q1 2026, buying an estimated $503K and bringing the position to 20,837 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #155.

Journey Strategic Wealth first reported a position in BMY in Q4 2021 and has held it in 15 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Journey Strategic Wealth held 20,837 shares of Bristol-Myers Squibb worth $1.26M as of Q1 2026.
  • Journey Strategic Wealth bought 8,629 Bristol-Myers Squibb shares in Q1 2026, an estimated $503K.
  • Bristol-Myers Squibb made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #155 holding.
  • Journey Strategic Wealth first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 15 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.