LPL Financial
BMY icon

LPL Financial’s Bristol-Myers Squibb BMY Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-65,500
Closed -$3.39M – 5299
2024
Q3 		$3.39M Sell
65,500
-6,000
-8% -$281K ﹤0.01% 2272
2024
Q2 		$2.97M Buy
71,500
+71,255
+29,084% +$3.19M ﹤0.01% 2268
2024
Q1 		$1.33M Buy
+245
New +$12.5K ﹤0.01% 2930

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

LPL Financial's BMY Position: Q1 2026 in Review

LPL Financial increased its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, buying an estimated $20.9M and bringing the position to 3,212,769 shares worth $195M. The position accounts for 0.05% of the portfolio, ranked #348.

LPL Financial first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $199M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • LPL Financial held 3,212,769 shares of Bristol-Myers Squibb worth $195M as of Q1 2026.
  • LPL Financial bought 359,262 Bristol-Myers Squibb shares in Q1 2026, an estimated $20.9M.
  • Bristol-Myers Squibb made up 0.05% of LPL Financial's portfolio in Q1 2026, its #348 holding.
  • LPL Financial first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Bristol-Myers Squibb position peaked at $199M in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.