Kapstone Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Kapstone Financial Advisors’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	$387K	Hold	6,375	–	–	0.19%	83
2025 Q4	$344K	Hold	6,375	–	–	0.17%	73
2025 Q3	$288K	Sell	6,375 -796	-11%	-$37.2K	0.14%	82
2025 Q2	$332K	Sell	7,171 -302	-4%	-$14.8K	0.17%	72
2025 Q1	$456K	Sell	7,473 -2,518	-25%	-$147K	0.26%	63
2024 Q4	$590K	Sell	9,991 -255	-2%	-$14.2K	0.31%	52
2024 Q3	$522K	Hold	10,246	–	–	0.32%	59
2024 Q2	$426K	Sell	10,246 -1,307	-11%	-$58.5K	0.28%	61
2024 Q1	$627K	Sell	11,553 -1,167	-9%	-$59.4K	0.43%	44
2023 Q4	$631K	Sell	12,720 -415	-3%	-$21.8K	0.49%	37
2023 Q3	$762K	Hold	13,135	–	–	0.69%	30
2023 Q2	$808K	Sell	13,135 -479	-4%	-$32.1K	0.67%	30
2023 Q1	$962K	Hold	13,614	–	–	0.87%	25
2022 Q4	$991K	Buy	+13,614	New	+$1.03M	0.9%	22

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

Kapstone Financial Advisors's BMY Position: Q1 2026 in Review

Kapstone Financial Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 6,375 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #83.

Kapstone Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $991K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Kapstone Financial Advisors held 6,375 shares of Bristol-Myers Squibb worth $387K as of Q1 2026.
Kapstone Financial Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.19% of Kapstone Financial Advisors's portfolio in Q1 2026, its #83 holding.
Kapstone Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Bristol-Myers Squibb position peaked at $991K in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.