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

Keystone 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 		$402K Sell
6,621
-677
-9% -$39.5K 0.09% 213
2025
Q4 		$394K Sell
7,298
-164
-2% -$7.89K 0.08% 178
2025
Q3 		$337K Buy
7,462
+1,111
+17% +$51.9K 0.07% 231
2025
Q2 		$294K Buy
6,351
+5
+0.1% +$245 0.07% 234
2025
Q1 		$387K Sell
6,346
-115
-2% -$6.7K 0.1% 178
2024
Q4 		$365K Buy
6,461
+260
+4% +$14.5K 0.1% 183
2024
Q3 		$321K Sell
6,201
-305
-5% -$14.3K 0.09% 200
2024
Q2 		$270K Buy
6,506
+7
+0.1% +$313 0.08% 189
2024
Q1 		$352K Sell
6,499
-414
-6% -$21.1K 0.11% 156
2023
Q4 		$355K Sell
6,913
-205
-3% -$10.8K 0.12% 154
2023
Q3 		$413K Sell
7,118
-254
-3% -$15.6K 0.16% 131
2023
Q2 		$471K Sell
7,372
-96
-1% -$6.44K 0.18% 123
2023
Q1 		$518K Buy
7,468
+148
+2% +$10.4K 0.21% 109
2022
Q4 		$527K Buy
7,320
+9
+0.1% +$679 0.23% 98
2022
Q3 		$520K Buy
7,311
+9
+0.1% +$653 0.25% 80
2022
Q2 		$562K Sell
7,302
-42
-0.6% -$3.2K 0.25% 82
2022
Q1 		$536K Buy
7,344
+357
+5% +$24K 0.21% 95
2021
Q4 		$436K Buy
+6,987
New +$410K 0.18% 101

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 Wealth Services's BMY Position: Q1 2026 in Review

Keystone Wealth Services reduced its Bristol-Myers Squibb (BMY) stake by 9.3% in Q1 2026, selling an estimated $39.5K and leaving 6,621 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #213.

Keystone Wealth Services first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $562K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Keystone Wealth Services held 6,621 shares of Bristol-Myers Squibb worth $402K as of Q1 2026.
  • Keystone Wealth Services sold 677 Bristol-Myers Squibb shares in Q1 2026, an estimated $39.5K.
  • Bristol-Myers Squibb made up 0.09% of Keystone Wealth Services's portfolio in Q1 2026, its #213 holding.
  • Keystone Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Bristol-Myers Squibb position peaked at $562K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.