Kiley Juergens Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Kiley Juergens Wealth 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	$220K	Buy	+3,636	New	+$212K	0.04%	223
2023 Q3	–	Sell	-10,688	Closed	-$683K	–	73
2023 Q2	$683K	Buy	10,688 +145	+1%	+$9.72K	0.24%	58
2023 Q1	$731K	Buy	+10,543	New	+$744K	0.27%	56
2018 Q4	–	Sell	-4,854	Closed	-$301K	–	111
2018 Q3	$301K	Sell	4,854 -60	-1%	-$3.56K	0.22%	73
2018 Q2	$271K	Buy	4,914 +126	+3%	+$6.8K	0.24%	67
2018 Q1	$302K	Sell	4,788 -194	-4%	-$12.5K	0.33%	60
2017 Q4	$305K	Buy	+4,982	New	+$312K	0.27%	60

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

Kiley Juergens Wealth Management's BMY Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 3,636 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #223 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in BMY as recently as Q2 2023.

Kiley Juergens Wealth Management first reported a position in BMY in Q4 2017 and has held it in 7 quarters since. The position peaked at $731K in Q1 2023. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Kiley Juergens Wealth Management held 3,636 shares of Bristol-Myers Squibb worth $220K as of Q1 2026.
Bristol-Myers Squibb was a new Kiley Juergens Wealth Management position in Q1 2026.
Bristol-Myers Squibb made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #223 holding.
Kiley Juergens Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 7 quarters since.
Kiley Juergens Wealth Management's Bristol-Myers Squibb position peaked at $731K in Q1 2023.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.