LWMI
BMY icon

Legacy Wealth Management (Idaho)’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.27K Buy
+21
New +$1.22K ﹤0.01% 836
2025
Q3 		– Sell
-30
Closed -$1.39K – 783
2025
Q2 		$1.39K Sell
30
-175
-85% -$8.59K ﹤0.01% 560
2025
Q1 		$12.5K Buy
205
+175
+583% +$10.2K 0.01% 299
2024
Q4 		$1.71K Hold
30
– – ﹤0.01% 520
2024
Q3 		$1.75K Buy
+30
New +$1.41K ﹤0.01% 494

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

Legacy Wealth Management (Idaho)'s BMY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 21 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in BMY as recently as Q2 2025.

Legacy Wealth Management (Idaho) first reported a position in BMY in Q3 2024 and has held it in 5 quarters since. The position peaked at $12.5K in Q1 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 21 shares of Bristol-Myers Squibb worth $1.27K as of Q1 2026.
  • Bristol-Myers Squibb was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #836 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 5 quarters since.
  • Legacy Wealth Management (Idaho)'s Bristol-Myers Squibb position peaked at $12.5K in Q1 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.