Laird Norton Wetherby Trust Company’s Bristol-Myers Squibb BMY Stock Holding History

Laird Norton Wetherby Trust Company’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	$2.63M	Sell	43,292 -13,650	-24%	-$796K	0.06%	263
2025 Q4	$3.07M	Buy	+56,942	New	+$2.74M	0.06%	236
2023 Q2	–	Sell	-3,501	Closed	-$243K	–	117
2023 Q1	$243K	Hold	3,501	–	–	0.03%	97
2022 Q4	$252K	Buy	+3,501	New	+$264K	0.04%	95
2022 Q3	–	Sell	-5,593	Closed	-$433K	–	78
2022 Q2	$433K	Sell	5,593 -2,669	-32%	-$203K	0.05%	66
2022 Q1	$603K	Sell	8,262 -178	-2%	-$12K	0.06%	97
2021 Q4	$526K	Buy	8,440 +108	+1%	+$6.33K	0.05%	104
2021 Q3	$493K	Sell	8,332 -144	-2%	-$9.48K	0.05%	99
2021 Q2	$566K	Sell	8,476 -1,294	-13%	-$84.4K	0.06%	81
2021 Q1	$606K	Hold	9,770	–	–	0.07%	79
2020 Q4	$606K	Buy	+9,770	New	+$601K	0.07%	77

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

Laird Norton Wetherby Trust Company's BMY Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Bristol-Myers Squibb (BMY) stake by 24% in Q1 2026, selling an estimated $796K and leaving 43,292 shares worth $2.63M. The position accounts for 0.06% of the portfolio, ranked #263.

Laird Norton Wetherby Trust Company first reported a position in BMY in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.07M in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Laird Norton Wetherby Trust Company held 43,292 shares of Bristol-Myers Squibb worth $2.63M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 13,650 Bristol-Myers Squibb shares in Q1 2026, an estimated $796K.
Bristol-Myers Squibb made up 0.06% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #263 holding.
Laird Norton Wetherby Trust Company first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 11 quarters since.
Laird Norton Wetherby Trust Company's Bristol-Myers Squibb position peaked at $3.07M in Q4 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.