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Maridea Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Maridea Wealth Management’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 		$499K Buy
8,236
+3,416
+71% +$199K 0.07% 252
2025
Q4 		$260K Sell
4,820
-8,352
-63% -$402K 0.04% 350
2025
Q3 		$574K Buy
13,172
+8,462
+180% +$395K 0.09% 218
2025
Q2 		$218K Buy
4,710
+1,371
+41% +$67.3K 0.06% 250
2025
Q1 		$204K Buy
+3,339
New +$195K 0.07% 219

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

Maridea Wealth Management's BMY Position: Q1 2026 in Review

Maridea Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 71% in Q1 2026, buying an estimated $199K and bringing the position to 8,236 shares worth $499K. The position accounts for 0.07% of the portfolio, ranked #252.

Maridea Wealth Management first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $574K in Q3 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Maridea Wealth Management held 8,236 shares of Bristol-Myers Squibb worth $499K as of Q1 2026.
  • Maridea Wealth Management bought 3,416 Bristol-Myers Squibb shares in Q1 2026, an estimated $199K.
  • Bristol-Myers Squibb made up 0.07% of Maridea Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Maridea Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
  • Maridea Wealth Management's Bristol-Myers Squibb position peaked at $574K in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.