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
2026 Q1	$491K	Sell	8,100 -6,100	-43%	-$356K	﹤0.01%	4765
2025 Q4	$766K	Buy	+14,200	New	+$683K	﹤0.01%	4338
2025 Q3	–	Sell	-8,500	Closed	-$393K	–	5825
2025 Q2	$393K	Sell	8,500 -2,500	-23%	-$123K	﹤0.01%	4569
2025 Q1	$671K	Sell	11,000 -9,700	-47%	-$565K	﹤0.01%	3890
2024 Q4	$1.17M	Sell	20,700 -44,500	-68%	-$2.49M	﹤0.01%	3364
2024 Q3	$3.37M	Sell	65,200 -30,000	-32%	-$1.41M	﹤0.01%	2274
2024 Q2	$3.95M	Buy	95,200 +94,963	+40,069%	+$4.25M	﹤0.01%	2046
2024 Q1	$1.29M	Buy	+237	New	+$12.1K	﹤0.01%	2959
2023 Q3	–	Sell	-15,500	Closed	-$991K	–	4698
2023 Q2	$991K	Buy	+15,500	New	+$1.04M	﹤0.01%	2834

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

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.