Luts & Greenleigh Group’s Bristol-Myers Squibb BMY Stock Holding History

Luts & Greenleigh Group’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	$240K	Buy	3,957 +7	+0.2%	+$408	0.19%	81
2025 Q4	$213K	Buy	+3,950	New	+$190K	0.18%	82
2025 Q2	–	Sell	-4,015	Closed	-$245K	–	80
2025 Q1	$245K	Sell	4,015 -42	-1%	-$2.45K	0.24%	69
2024 Q4	$229K	Buy	4,057 +115	+3%	+$6.42K	0.23%	74
2024 Q3	$204K	Sell	3,942 -3,378	-46%	-$158K	0.2%	81
2024 Q2	$304K	Buy	+7,320	New	+$328K	0.32%	53

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

Luts & Greenleigh Group's BMY Position: Q1 2026 in Review

Luts & Greenleigh Group increased its Bristol-Myers Squibb (BMY) stake by 0.18% in Q1 2026, buying an estimated $408 and bringing the position to 3,957 shares worth $240K. The position accounts for 0.19% of the portfolio, ranked #81.

Luts & Greenleigh Group first reported a position in BMY in Q2 2024 and has held it in 6 quarters since. The position peaked at $304K in Q2 2024. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Luts & Greenleigh Group held 3,957 shares of Bristol-Myers Squibb worth $240K as of Q1 2026.
Luts & Greenleigh Group bought 7 Bristol-Myers Squibb shares in Q1 2026, an estimated $408.
Bristol-Myers Squibb made up 0.19% of Luts & Greenleigh Group's portfolio in Q1 2026, its #81 holding.
Luts & Greenleigh Group first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 6 quarters since.
Luts & Greenleigh Group's Bristol-Myers Squibb position peaked at $304K in Q2 2024.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.