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M Holdings Securities’s Bristol-Myers Squibb BMY Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-16,298
Closed -$1.13M – 242
2023
Q1 		$1.13M Buy
+16,298
New +$1.15M 0.12% 138

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

M Holdings Securities's BMY Position: Q1 2026 in Review

M Holdings Securities increased its Bristol-Myers Squibb (BMY) stake by 7% in Q1 2026, buying an estimated $181K and bringing the position to 47,562 shares worth $2.67M. The position accounts for 0.18% of the portfolio, ranked #104.

M Holdings Securities first reported a position in BMY in Q4 2013 and has held it in 41 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • M Holdings Securities held 47,562 shares of Bristol-Myers Squibb worth $2.67M as of Q1 2026.
  • M Holdings Securities bought 3,100 Bristol-Myers Squibb shares in Q1 2026, an estimated $181K.
  • Bristol-Myers Squibb made up 0.18% of M Holdings Securities's portfolio in Q1 2026, its #104 holding.
  • M Holdings Securities first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 41 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.