Lantern Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Lantern Wealth Advisors’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	$1.08M	Sell	17,823 -968	-5%	-$56.4K	0.55%	49
2025 Q4	$1.01M	Sell	18,791 -12,720	-40%	-$612K	0.54%	51
2025 Q3	$1.27M	Buy	31,511 +4,025	+15%	+$188K	0.67%	41
2025 Q2	$1.27M	Buy	+27,486	New	+$1.35M	0.76%	42
2024 Q4	$1.47M	Buy	26,032 +11,352	+77%	+$634K	0.96%	32
2024 Q3	$760K	Buy	14,680 +1,202	+9%	+$56.4K	0.53%	51
2024 Q2	$560K	Buy	13,478 +1,432	+12%	+$64.1K	0.41%	61
2024 Q1	$653K	Buy	12,046 +142	+1%	+$7.23K	0.46%	55
2023 Q4	$611K	Buy	+11,904	New	+$625K	0.48%	57

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

Lantern Wealth Advisors's BMY Position: Q1 2026 in Review

Lantern Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 5.2% in Q1 2026, selling an estimated $56.4K and leaving 17,823 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #49.

Lantern Wealth Advisors first reported a position in BMY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Lantern Wealth Advisors held 17,823 shares of Bristol-Myers Squibb worth $1.08M as of Q1 2026.
Lantern Wealth Advisors sold 968 Bristol-Myers Squibb shares in Q1 2026, an estimated $56.4K.
Bristol-Myers Squibb made up 0.55% of Lantern Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Lantern Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Bristol-Myers Squibb position peaked at $1.47M in Q4 2024.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.