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
2020 Q3	–	Sell	-300	Closed	-$1K	–	649
2020 Q2	$1K	Buy	+300	New	+$17.9K	﹤0.01%	589
2019 Q4	–	Sell	-200	Closed	-$1K	–	494
2019 Q3	$1K	Buy	+200	New	+$9.4K	﹤0.01%	426
2018 Q4	–	Sell	-300	Closed	-$1K	–	381
2018 Q3	$1K	Buy	+300	New	+$17.8K	﹤0.01%	385
2017 Q3	–	Sell	-10,200	Closed	-$1K	–	367
2017 Q2	$1K	Buy	+10,200	New	+$555K	﹤0.01%	325

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

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.