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Kestra Private Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Kestra Private Wealth Services’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 		$10.3M Buy
170,243
+6,446
+4% +$376K 0.13% 176
2025
Q4 		$8.84M Sell
163,797
-16,835
-9% -$810K 0.11% 204
2025
Q3 		$8.15M Buy
180,632
+8,474
+5% +$396K 0.11% 214
2025
Q2 		$7.97M Buy
172,158
+2,054
+1% +$101K 0.11% 205
2025
Q1 		$10.4M Buy
170,104
+3,092
+2% +$180K 0.17% 133
2024
Q4 		$9.45M Buy
167,012
+4,089
+3% +$228K 0.16% 146
2024
Q3 		$8.43M Sell
162,923
-10,113
-6% -$474K 0.15% 148
2024
Q2 		$7.19M Sell
173,036
-5,414
-3% -$242K 0.14% 153
2024
Q1 		$9.68M Buy
178,450
+25,541
+17% +$1.3M 0.22% 112
2023
Q4 		$7.85M Buy
152,909
+13,098
+9% +$688K 0.2% 128
2023
Q3 		$8.11M Buy
139,811
+12,121
+9% +$743K 0.26% 98
2023
Q2 		$8.17M Buy
127,690
+17,761
+16% +$1.19M 0.28% 90
2023
Q1 		$7.62M Buy
109,929
+17,656
+19% +$1.25M 0.3% 87
2022
Q4 		$6.64M Buy
92,273
+7,886
+9% +$595K 0.34% 79
2022
Q3 		$6M Buy
84,387
+5,409
+7% +$392K 0.35% 74
2022
Q2 		$6.08M Sell
78,978
-4,535
-5% -$345K 0.35% 65
2022
Q1 		$6.1M Buy
83,513
+5,958
+8% +$400K 0.3% 79
2021
Q4 		$4.84M Buy
77,555
+4,046
+6% +$237K 0.23% 107
2021
Q3 		$4.35M Buy
73,509
+5,194
+8% +$342K 0.24% 99
2021
Q2 		$4.57M Buy
68,315
+1,327
+2% +$86.5K 0.28% 84
2021
Q1 		$4.23M Buy
66,988
+5,035
+8% +$313K 0.29% 80
2020
Q4 		$3.84M Sell
61,953
-337
-0.5% -$20.7K 0.28% 87
2020
Q3 		$3.76M Buy
+62,290
New +$3.75M 0.33% 75

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

Kestra Private Wealth Services's BMY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Bristol-Myers Squibb (BMY) stake by 3.9% in Q1 2026, buying an estimated $376K and bringing the position to 170,243 shares worth $10.3M. The position accounts for 0.13% of the portfolio, ranked #176.

Kestra Private Wealth Services first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q1 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Kestra Private Wealth Services held 170,243 shares of Bristol-Myers Squibb worth $10.3M as of Q1 2026.
  • Kestra Private Wealth Services bought 6,446 Bristol-Myers Squibb shares in Q1 2026, an estimated $376K.
  • Bristol-Myers Squibb made up 0.13% of Kestra Private Wealth Services's portfolio in Q1 2026, its #176 holding.
  • Kestra Private Wealth Services first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Bristol-Myers Squibb position peaked at $10.4M in Q1 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.