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Leo Wealth LLC’s Bristol-Myers Squibb BMY Stock Holding History

Leo Wealth LLC’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 		$4M Buy
65,938
+13,804
+26% +$805K 0.29% 74
2025
Q4 		$2.81M Buy
52,134
+14,033
+37% +$675K 0.2% 86
2025
Q3 		$1.72M Sell
38,101
-7,131
-16% -$333K 0.22% 84
2025
Q2 		$2.09M Buy
45,232
+38,286
+551% +$1.88M 0.16% 112
2025
Q1 		$424K Sell
6,946
-8,019
-54% -$467K 0.06% 186
2024
Q4 		$846K Buy
14,965
+5,085
+51% +$284K 0.08% 171
2024
Q3 		$511K Sell
9,880
-861
-8% -$40.4K 0.05% 222
2024
Q2 		$445K Sell
10,741
-32,987
-75% -$1.48M 0.05% 232
2024
Q1 		$2.36M Sell
43,728
-2,841
-6% -$145K 0.24% 72
2023
Q4 		$2.41M Buy
+46,569
New +$2.44M 0.25% 71

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

Leo Wealth LLC's BMY Position: Q1 2026 in Review

Leo Wealth LLC increased its Bristol-Myers Squibb (BMY) stake by 26% in Q1 2026, buying an estimated $805K and bringing the position to 65,938 shares worth $4M. The position accounts for 0.29% of the portfolio, ranked #74.

Leo Wealth LLC first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Leo Wealth LLC held 65,938 shares of Bristol-Myers Squibb worth $4M as of Q1 2026.
  • Leo Wealth LLC bought 13,804 Bristol-Myers Squibb shares in Q1 2026, an estimated $805K.
  • Bristol-Myers Squibb made up 0.29% of Leo Wealth LLC's portfolio in Q1 2026, its #74 holding.
  • Leo Wealth LLC first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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