Legacy Capital Group California’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Capital Group California’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	$936K	Sell	15,438 -5,154	-25%	-$300K	0.36%	78
2025 Q4	$1.11M	Buy	20,592 +428	+2%	+$20.6K	0.27%	95
2025 Q3	$909K	Sell	20,164 -7,631	-27%	-$356K	0.23%	116
2025 Q2	$1.29M	Buy	27,795 +13,699	+97%	+$672K	0.36%	67
2025 Q1	$860K	Buy	14,096 +7,528	+115%	+$439K	0.3%	82
2024 Q4	$371K	Buy	6,568 +7	+0.1%	+$391	0.11%	213
2024 Q3	$339K	Sell	6,561 -172	-3%	-$8.07K	0.11%	209
2024 Q2	$280K	Buy	6,733 +2,922	+77%	+$131K	0.1%	238
2024 Q1	$207K	Buy	+3,811	New	+$194K	0.08%	290
2023 Q4	–	Sell	-3,864	Closed	-$224K	–	275
2023 Q3	$224K	Sell	3,864 -34	-0.9%	-$2.08K	0.1%	246
2023 Q2	$249K	Buy	3,898 +128	+3%	+$8.58K	0.1%	226
2023 Q1	$261K	Buy	+3,770	New	+$266K	0.13%	203

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

Legacy Capital Group California's BMY Position: Q1 2026 in Review

Legacy Capital Group California reduced its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, selling an estimated $300K and leaving 15,438 shares worth $936K. The position accounts for 0.36% of the portfolio, ranked #78.

Legacy Capital Group California first reported a position in BMY in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q2 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Legacy Capital Group California held 15,438 shares of Bristol-Myers Squibb worth $936K as of Q1 2026.
Legacy Capital Group California sold 5,154 Bristol-Myers Squibb shares in Q1 2026, an estimated $300K.
Bristol-Myers Squibb made up 0.36% of Legacy Capital Group California's portfolio in Q1 2026, its #78 holding.
Legacy Capital Group California first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Group California's Bristol-Myers Squibb position peaked at $1.29M in Q2 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.