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Keystone Financial Group (Kentucky)’s Bristol-Myers Squibb BMY Stock Holding History

Keystone Financial Group (Kentucky)’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 		$457K Buy
7,530
+162
+2% +$9.44K 0.03% 313
2025
Q4 		$397K Buy
7,368
+232
+3% +$11.2K 0.03% 295
2025
Q3 		$322K Buy
7,136
+332
+5% +$15.5K 0.02% 308
2025
Q2 		$315K Buy
6,804
+1,751
+35% +$86K 0.03% 308
2025
Q1 		$308K Buy
5,053
+1,005
+25% +$58.6K 0.03% 286
2024
Q4 		$229K Buy
+4,048
New +$226K 0.02% 342
2023
Q3 		– Sell
-3,290
Closed -$210K – 301
2023
Q2 		$210K Buy
+3,290
New +$221K 0.04% 278
2022
Q4 		$238K Buy
3,310
+20
+0.6% +$1.51K 0.05% 246
2022
Q3 		$234K Buy
3,290
+26
+0.8% +$1.89K 0.05% 241
2022
Q2 		$251K Hold
3,264
– – 0.05% 241
2022
Q1 		$238K Sell
3,264
-51
-2% -$3.42K 0.04% 256
2021
Q4 		$207K Buy
+3,315
New +$194K 0.03% 287
2021
Q3 		– Sell
-3,315
Closed -$222K – 289
2021
Q2 		$222K Buy
+3,315
New +$216K 0.04% 270
2020
Q1 		– Sell
-3,304
Closed -$212K – 209
2019
Q4 		$212K Buy
+3,304
New +$189K 0.06% 232

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

Keystone Financial Group (Kentucky)'s BMY Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q1 2026, buying an estimated $9.44K and bringing the position to 7,530 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #313.

Keystone Financial Group (Kentucky) first reported a position in BMY in Q4 2019 and has held it in 14 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 7,530 shares of Bristol-Myers Squibb worth $457K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 162 Bristol-Myers Squibb shares in Q1 2026, an estimated $9.44K.
  • Bristol-Myers Squibb made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #313 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 14 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.