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

Kingsview 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 		$6.98M Buy
115,068
+69,258
+151% +$4.04M 0.1% 222
2025
Q4 		$2.47M Buy
45,810
+15,356
+50% +$739K 0.04% 439
2025
Q3 		$1.37M Sell
30,454
-460
-1% -$21.5K 0.02% 532
2025
Q2 		$1.43M Sell
30,914
-60,166
-66% -$2.95M 0.02% 496
2025
Q1 		$5.55M Buy
91,080
+59,362
+187% +$3.46M 0.1% 199
2024
Q4 		$1.79M Sell
31,718
-62,976
-67% -$3.52M 0.03% 406
2024
Q3 		$4.9M Buy
94,694
+61,943
+189% +$2.91M 0.1% 202
2024
Q2 		$1.36M Sell
32,751
-142,928
-81% -$6.4M 0.03% 436
2024
Q1 		$9.53M Buy
175,679
+9,317
+6% +$475K 0.24% 83
2023
Q4 		$8.54M Buy
166,362
+101,010
+155% +$5.3M 0.25% 90
2023
Q3 		$3.79M Buy
65,352
+8,810
+16% +$540K 0.14% 176
2023
Q2 		$3.62M Buy
56,542
+1,351
+2% +$90.6K 0.14% 157
2023
Q1 		$3.83M Sell
55,191
-9,099
-14% -$642K 0.16% 139
2022
Q4 		$4.63M Buy
64,290
+2,745
+4% +$207K 0.2% 124
2022
Q3 		$4.38M Sell
61,545
-5,879
-9% -$426K 0.21% 119
2022
Q2 		$5.19M Buy
67,424
+15,572
+30% +$1.19M 0.25% 100
2022
Q1 		$3.79M Buy
51,852
+546
+1% +$36.7K 0.17% 137
2021
Q4 		$3.2M Buy
51,306
+2,170
+4% +$127K 0.13% 165
2021
Q3 		$2.91M Buy
49,136
+4,092
+9% +$269K 0.14% 163
2021
Q2 		$3M Sell
45,044
-1,347
-3% -$87.8K 0.15% 154
2021
Q1 		$2.92M Sell
46,391
-18,286
-28% -$1.14M 0.17% 135
2020
Q4 		$4.01M Buy
64,677
+1,514
+2% +$93.1K 0.29% 82
2020
Q3 		$3.81M Buy
63,163
+911
+1% +$54.8K 0.34% 71
2020
Q2 		$3.66M Buy
62,252
+22,186
+55% +$1.33M 0.37% 70
2020
Q1 		$2.23M Buy
40,066
+11,142
+39% +$681K 0.3% 91
2019
Q4 		$1.86M Buy
28,924
+20,076
+227% +$1.15M 0.23% 121
2019
Q3 		$449K Buy
8,848
+555
+7% +$26.1K 0.07% 274
2019
Q2 		$376K Buy
8,293
+1,221
+17% +$56.9K 0.06% 283
2019
Q1 		$337K Buy
7,072
+1,304
+23% +$65K 0.05% 328
2018
Q4 		$300K Sell
5,768
-279
-5% -$15K 0.07% 287
2018
Q3 		$375K Buy
6,047
+1,470
+32% +$87.2K 0.08% 260
2018
Q2 		$253K Buy
4,577
+70
+2% +$3.78K 0.06% 284
2018
Q1 		$285K Hold
4,507
– – 0.07% 262
2017
Q4 		$276K Sell
4,507
-26
-0.6% -$1.63K 0.1% 255
2017
Q3 		$289K Buy
4,533
+1,133
+33% +$66.2K 0.13% 217
2017
Q2 		$189K Sell
3,400
-580
-15% -$31.6K 0.1% 240
2017
Q1 		$216K Buy
+3,980
New +$218K 0.13% 211

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

Kingsview Wealth Management's BMY Position: Q1 2026 in Review

Kingsview Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 151% in Q1 2026, buying an estimated $4.04M and bringing the position to 115,068 shares worth $6.98M. The position accounts for 0.1% of the portfolio, ranked #222.

Kingsview Wealth Management first reported a position in BMY in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.53M in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Kingsview Wealth Management held 115,068 shares of Bristol-Myers Squibb worth $6.98M as of Q1 2026.
  • Kingsview Wealth Management bought 69,258 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.04M.
  • Bristol-Myers Squibb made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Kingsview Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Bristol-Myers Squibb position peaked at $9.53M in Q1 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.