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Larson Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Larson Financial Group’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 		$2M Buy
33,017
+4,127
+14% +$241K 0.06% 236
2025
Q4 		$1.56M Buy
28,890
+635
+2% +$30.5K 0.05% 261
2025
Q3 		$1.27M Sell
28,255
-4,174
-13% -$195K 0.04% 278
2025
Q2 		$1.5M Buy
32,429
+3,398
+12% +$167K 0.06% 243
2025
Q1 		$1.77M Buy
29,031
+11,931
+70% +$695K 0.08% 201
2024
Q4 		$967K Buy
17,100
+1,639
+11% +$91.6K 0.05% 251
2024
Q3 		$800K Buy
15,461
+6,690
+76% +$314K 0.05% 257
2024
Q2 		$364K Buy
8,771
+4,864
+124% +$218K 0.02% 334
2024
Q1 		$212K Sell
3,907
-202
-5% -$10.3K 0.02% 396
2023
Q4 		$211K Sell
4,109
-191
-4% -$10K 0.02% 341
2023
Q3 		$250K Buy
4,300
+333
+8% +$20.4K 0.02% 282
2023
Q2 		$254K Sell
3,967
-24,927
-86% -$1.67M 0.03% 279
2023
Q1 		$2M Buy
28,894
+305
+1% +$21.5K 0.22% 90
2022
Q4 		$2.06M Buy
28,589
+3,473
+14% +$262K 0.25% 83
2022
Q3 		$1.78M Buy
25,116
+21,552
+605% +$1.56M 0.25% 64
2022
Q2 		$274K Buy
3,564
+393
+12% +$29.9K 0.05% 153
2022
Q1 		$232K Sell
3,171
-1,314
-29% -$88.2K 0.04% 187
2021
Q4 		$280K Buy
4,485
+1,334
+42% +$78.3K 0.04% 168
2021
Q3 		$186K Sell
3,151
-291
-8% -$19.2K 0.04% 153
2021
Q2 		$230K Buy
3,442
+309
+10% +$20.1K 0.05% 117
2021
Q1 		$198K Sell
3,133
-157
-5% -$9.77K 0.06% 111
2020
Q4 		$204K Sell
3,290
-624
-16% -$38.4K 0.07% 98
2020
Q3 		$236K Buy
3,914
+10
+0.3% +$602 0.1% 81
2020
Q2 		$230K Buy
3,904
+255
+7% +$15.3K 0.11% 87
2020
Q1 		$203K Buy
3,649
+386
+12% +$23.6K 0.13% 76
2019
Q4 		$209K Buy
3,263
+262
+9% +$15K 0.12% 77
2019
Q3 		$152K Buy
3,001
+1,269
+73% +$59.6K 0.1% 86
2019
Q2 		$79K Buy
1,732
+500
+41% +$23.3K 0.06% 95
2019
Q1 		$59K Hold
1,232
– – 0.05% 102
2018
Q4 		$64K Buy
+1,232
New +$66.2K 0.06% 97

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

Larson Financial Group's BMY Position: Q1 2026 in Review

Larson Financial Group increased its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, buying an estimated $241K and bringing the position to 33,017 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #236.

Larson Financial Group first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.06M in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Larson Financial Group held 33,017 shares of Bristol-Myers Squibb worth $2M as of Q1 2026.
  • Larson Financial Group bought 4,127 Bristol-Myers Squibb shares in Q1 2026, an estimated $241K.
  • Bristol-Myers Squibb made up 0.06% of Larson Financial Group's portfolio in Q1 2026, its #236 holding.
  • Larson Financial Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Bristol-Myers Squibb position peaked at $2.06M in Q4 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.