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Keynote Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Keynote Financial 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 		$1.94M Sell
32,025
-267
-0.8% -$15.6K 1.03% 20
2025
Q4 		$1.74M Buy
32,292
+130
+0.4% +$6.25K 0.97% 26
2025
Q3 		$1.45M Buy
32,162
+43
+0.1% +$2.01K 0.87% 31
2025
Q2 		$1.49M Buy
32,119
+293
+0.9% +$14.4K 1% 27
2025
Q1 		$1.94M Buy
31,826
+467
+1% +$27.2K 1.39% 16
2024
Q4 		$1.77M Buy
31,359
+119
+0.4% +$6.65K 1.36% 15
2024
Q3 		$1.62M Buy
31,240
+535
+2% +$25.1K 1.23% 19
2024
Q2 		$1.28M Buy
30,705
+2,955
+11% +$132K 1.07% 27
2024
Q1 		$1.5M Buy
+27,750
New +$1.41M 1.26% 21

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

Keynote Financial Services's BMY Position: Q1 2026 in Review

Keynote Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 0.83% in Q1 2026, selling an estimated $15.6K and leaving 32,025 shares worth $1.94M. The position accounts for 1.03% of the portfolio, ranked #20.

Keynote Financial Services first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Keynote Financial Services held 32,025 shares of Bristol-Myers Squibb worth $1.94M as of Q1 2026.
  • Keynote Financial Services sold 267 Bristol-Myers Squibb shares in Q1 2026, an estimated $15.6K.
  • Bristol-Myers Squibb made up 1.03% of Keynote Financial Services's portfolio in Q1 2026, its #20 holding.
  • Keynote Financial Services first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.