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

LMG 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	$3.21M	Buy	52,972 +5,866	+12%	+$342K	0.59%	54
2025 Q4	$2.54M	Sell	47,106 -5,146	-10%	-$248K	0.47%	61
2025 Q3	$2.36M	Buy	52,252 +4,519	+9%	+$211K	0.44%	64
2025 Q2	$2.21M	Buy	47,733 +991	+2%	+$48.6K	0.45%	63
2025 Q1	$2.85M	Buy	46,742 +330	+0.7%	+$19.2K	0.64%	48
2024 Q4	$2.63M	Buy	46,412 +923	+2%	+$51.6K	0.57%	54
2024 Q3	$2.35M	Buy	45,489 +2,191	+5%	+$103K	0.54%	51
2024 Q2	$1.8M	Buy	43,298 +3,950	+10%	+$177K	0.45%	54
2024 Q1	$2.13M	Buy	39,348 +349	+0.9%	+$17.8K	0.54%	51
2023 Q4	$2M	Buy	38,999 +101	+0.3%	+$5.3K	0.56%	52
2023 Q3	$2.26M	Buy	38,898 +2,336	+6%	+$143K	0.69%	46
2023 Q2	$2.34M	Buy	36,562 +1,799	+5%	+$121K	0.72%	43
2023 Q1	$2.41M	Buy	34,763 +374	+1%	+$26.4K	0.78%	40
2022 Q4	$2.49M	Buy	+34,389	New	+$2.59M	0.82%	38

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

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

LMG Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $342K and bringing the position to 52,972 shares worth $3.21M. The position accounts for 0.59% of the portfolio, ranked #54.

LMG Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

LMG Wealth Partners held 52,972 shares of Bristol-Myers Squibb worth $3.21M as of Q1 2026.
LMG Wealth Partners bought 5,866 Bristol-Myers Squibb shares in Q1 2026, an estimated $342K.
Bristol-Myers Squibb made up 0.59% of LMG Wealth Partners's portfolio in Q1 2026, its #54 holding.
LMG Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.