KWM
BMY icon

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

Keebeck 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 		$959K Buy
15,805
+3,204
+25% +$187K 0.11% 163
2025
Q4 		$680K Buy
12,601
+90
+0.7% +$4.33K 0.08% 181
2025
Q3 		$564K Buy
12,511
+610
+5% +$28.5K 0.07% 195
2025
Q2 		$551K Sell
11,901
-322
-3% -$15.8K 0.07% 187
2025
Q1 		$745K Sell
12,223
-9,448
-44% -$551K 0.11% 147
2024
Q4 		$1.23M Buy
21,671
+388
+2% +$21.7K 0.18% 118
2024
Q3 		$1.1M Buy
21,283
+6
+0% +$281 0.16% 129
2024
Q2 		$884K Buy
21,277
+9,928
+87% +$444K 0.13% 138
2024
Q1 		$615K Sell
11,349
-855
-7% -$43.6K 0.09% 167
2023
Q4 		$626K Sell
12,204
-4,547
-27% -$239K 0.1% 155
2023
Q3 		$972K Buy
16,751
+6,438
+62% +$394K 0.17% 129
2023
Q2 		$660K Buy
10,313
+5,060
+96% +$339K 0.09% 154
2023
Q1 		$364K Buy
5,253
+1,524
+41% +$107K 0.06% 191
2022
Q4 		$268K Buy
3,729
+81
+2% +$6.11K 0.05% 205
2022
Q3 		$259K Sell
3,648
-194
-5% -$14.1K 0.05% 204
2022
Q2 		$298K Hold
3,842
– – 0.06% 195
2022
Q1 		$283K Hold
3,842
– – 0.05% 204
2021
Q4 		$240K Sell
3,842
-24,717
-87% -$1.45M 0.04% 200
2021
Q3 		$1.7M Sell
28,559
-883
-3% -$58.2K 0.34% 70
2021
Q2 		$1.97M Buy
29,442
+25,000
+563% +$1.63M 0.28% 74
2021
Q1 		$283K Sell
4,442
-7,454
-63% -$464K 0.04% 205
2020
Q4 		$744K Buy
11,896
+4,488
+61% +$276K 0.13% 123
2020
Q3 		$446K Sell
7,408
-898
-11% -$54K 0.09% 139
2020
Q2 		$488K Buy
+8,306
New +$497K 0.15% 117
2020
Q1 		– Sell
-2,790
Closed -$178K – 160
2019
Q4 		$178K Buy
+2,790
New +$160K 0.06% 147

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

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

Keebeck Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, buying an estimated $187K and bringing the position to 15,805 shares worth $959K. The position accounts for 0.11% of the portfolio, ranked #163.

Keebeck Wealth Management first reported a position in BMY in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.97M in Q2 2021. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Keebeck Wealth Management held 15,805 shares of Bristol-Myers Squibb worth $959K as of Q1 2026.
  • Keebeck Wealth Management bought 3,204 Bristol-Myers Squibb shares in Q1 2026, an estimated $187K.
  • Bristol-Myers Squibb made up 0.11% of Keebeck Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Keebeck Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 25 quarters since.
  • Keebeck Wealth Management's Bristol-Myers Squibb position peaked at $1.97M in Q2 2021.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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