LeClair Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

LeClair Wealth Partners’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	-9,636	Closed	-$520K	–	112
2025 Q4	$520K	Hold	9,636	–	–	0.3%	54
2025 Q3	$435K	Sell	9,636 -40	-0.4%	-$1.87K	0.27%	53
2025 Q2	$448K	Sell	9,676 -13	-0.1%	-$638	0.3%	56
2025 Q1	$591K	Buy	9,689 +26	+0.3%	+$1.52K	0.43%	49
2024 Q4	$547K	Buy	+9,663	New	+$540K	0.36%	53

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

LeClair Wealth Partners's BMY Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 9,636 shares — an estimated $520K sold.

LeClair Wealth Partners first reported a position in BMY in Q4 2024 and held it in 5 quarters. The position peaked at $591K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

LeClair Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 9,636 Bristol-Myers Squibb shares in Q1 2026, an estimated $520K.
LeClair Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's Bristol-Myers Squibb position peaked at $591K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.