Kestra Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Kestra Investment 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	$1.1M	Buy	18,187 +4,487	+33%	+$262K	0.02%	197
2025 Q4	$739K	Sell	13,700 -309	-2%	-$14.9K	0.02%	232
2025 Q3	$632K	Sell	14,009 -11,620	-45%	-$543K	0.02%	243
2025 Q2	$1.34M	Buy	25,629 +15,109	+144%	+$742K	0.02%	234
2025 Q1	$642K	Buy	10,520 +2,691	+34%	+$157K	0.02%	238
2024 Q4	$443K	Buy	7,829 +3,853	+97%	+$215K	0.02%	246
2024 Q3	$206K	Buy	+3,976	New	+$187K	0.01%	327

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

Kestra Investment Management's BMY Position: Q1 2026 in Review

Kestra Investment Management increased its Bristol-Myers Squibb (BMY) stake by 33% in Q1 2026, buying an estimated $262K and bringing the position to 18,187 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #197.

Kestra Investment Management first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Kestra Investment Management held 18,187 shares of Bristol-Myers Squibb worth $1.1M as of Q1 2026.
Kestra Investment Management bought 4,487 Bristol-Myers Squibb shares in Q1 2026, an estimated $262K.
Bristol-Myers Squibb made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #197 holding.
Kestra Investment Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Bristol-Myers Squibb position peaked at $1.34M in Q2 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.