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Kohmann Bosshard Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Kohmann Bosshard Financial 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 		– Sell
-382
Closed -$20.6K – 256
2025
Q4 		$20.6K Buy
+382
New +$18.4K ﹤0.01% 729
2025
Q1 		– Sell
-2,449
Closed -$139K – 344
2024
Q4 		$139K Buy
+2,449
New +$137K 0.02% 217
2023
Q1 		– Sell
-2,807
Closed -$202K – 166
2022
Q4 		$202K Buy
+2,807
New +$212K 0.04% 152
2022
Q3 		– Sell
-2,707
Closed -$208K – 140
2022
Q2 		$208K Buy
+2,707
New +$206K 0.05% 130
2021
Q4 		– Sell
-3,503
Closed -$207K – 118
2021
Q3 		$207K Buy
3,503
+1
+0% +$66 0.05% 104
2021
Q2 		$234K Sell
3,502
-158
-4% -$10.3K 0.05% 98
2021
Q1 		$231K Buy
3,660
+161
+5% +$10K 0.06% 97
2020
Q4 		$217K Buy
+3,499
New +$215K 0.07% 97
2020
Q3 		– Sell
-2,996
Closed -$177K – 103
2020
Q2 		$177K Buy
2,996
+1
+0% +$60 0.07% 97
2020
Q1 		$167K Sell
2,995
-2,419
-45% -$148K 0.07% 87
2019
Q4 		$348K Buy
+5,414
New +$310K 0.13% 56

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

Kohmann Bosshard Financial Services's BMY Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 382 shares — an estimated $20.6K sold.

Kohmann Bosshard Financial Services first reported a position in BMY in Q4 2019 and held it in 11 quarters. The position peaked at $348K in Q4 2019. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 382 Bristol-Myers Squibb shares in Q1 2026, an estimated $20.6K.
  • Kohmann Bosshard Financial Services first reported a position in Bristol-Myers Squibb in Q4 2019 and held it in 11 quarters.
  • Kohmann Bosshard Financial Services's Bristol-Myers Squibb position peaked at $348K in Q4 2019.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.