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Liberty Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Liberty Wealth Management’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 		$260K Buy
+4,286
New +$250K 0.03% 225
2025
Q1 		– Sell
-5,707
Closed -$323K – 160
2024
Q4 		$323K Buy
5,707
+914
+19% +$51.1K 0.05% 158
2024
Q3 		$248K Buy
+4,793
New +$225K 0.04% 177
2024
Q2 		– Sell
-4,217
Closed -$229K – 234
2024
Q1 		$229K Buy
+4,217
New +$215K 0.04% 170
2023
Q3 		– Sell
-3,394
Closed -$217K – 175
2023
Q2 		$217K Buy
3,394
+11
+0.3% +$738 0.05% 173
2023
Q1 		$234K Buy
+3,383
New +$239K 0.05% 199
2022
Q3 		$276K Sell
3,891
-446
-10% -$32.4K 0.07% 116
2022
Q2 		$334K Sell
4,337
-337
-7% -$25.7K 0.14% 103
2022
Q1 		$341K Buy
4,674
+54
+1% +$3.63K 0.12% 99
2021
Q4 		$288 Sell
4,620
-745
-14% -$43.7K 0.01% 127
2021
Q3 		$317K Sell
5,365
-838
-14% -$55.2K 0.11% 110
2021
Q2 		$415K Sell
6,203
-674
-10% -$43.9K 0.16% 79
2021
Q1 		$427K Hold
6,877
– – 0.21% 68
2020
Q4 		$427K Buy
6,877
+1,910
+38% +$117K 0.21% 68
2020
Q3 		$299K Buy
4,967
+637
+15% +$38.3K 0.18% 73
2020
Q2 		$255K Sell
4,330
-136
-3% -$8.13K 0.18% 79
2020
Q1 		$249K Sell
4,466
-197
-4% -$12K 0.22% 71
2019
Q4 		$299K Buy
4,663
+1,140
+32% +$65.3K 0.24% 80
2019
Q3 		$179K Sell
3,523
-1,844
-34% -$86.7K 0.17% 102
2019
Q2 		$243K Buy
5,367
+1,933
+56% +$90K 0.21% 93
2019
Q1 		$163K Buy
3,434
+79
+2% +$3.94K 0.12% 99
2018
Q4 		$174K Buy
+3,355
New +$180K 0.13% 91

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

Liberty Wealth Management's BMY Position: Q1 2026 in Review

Liberty Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 4,286 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings. This is a return to the name: Liberty Wealth Management previously reported a position in BMY as recently as Q4 2024.

Liberty Wealth Management first reported a position in BMY in Q4 2018 and has held it in 22 quarters since. The position peaked at $427K in Q1 2021. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Liberty Wealth Management held 4,286 shares of Bristol-Myers Squibb worth $260K as of Q1 2026.
  • Bristol-Myers Squibb was a new Liberty Wealth Management position in Q1 2026.
  • Bristol-Myers Squibb made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Liberty Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 22 quarters since.
  • Liberty Wealth Management's Bristol-Myers Squibb position peaked at $427K in Q1 2021.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.