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

Marietta 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	$446K	Buy	+7,362	New	+$429K	0.05%	113
2021 Q4	–	Sell	-10,792	Closed	-$639K	–	116
2021 Q3	$639K	Sell	10,792 -5,790	-35%	-$381K	0.14%	93
2021 Q2	$1.11M	Sell	16,582 -40,799	-71%	-$2.66M	0.25%	88
2021 Q1	$3.62M	Buy	57,381 +2,354	+4%	+$146K	0.9%	48
2020 Q4	$3.41M	Sell	55,027 -712	-1%	-$43.8K	0.94%	48
2020 Q3	$3.36M	Sell	55,739 -987	-2%	-$59.4K	1.05%	37
2020 Q2	$3.33M	Buy	56,726 +1,862	+3%	+$111K	1.14%	36
2020 Q1	$3.06M	Buy	54,864 +820	+2%	+$50.1K	1.19%	33
2019 Q4	$3.47M	Buy	54,044 +4,800	+10%	+$275K	1.14%	36
2019 Q3	$2.5M	Buy	49,244 +7,176	+17%	+$337K	0.91%	56
2019 Q2	$1.91M	Buy	42,068 +4,587	+12%	+$214K	0.74%	62
2019 Q1	$1.79M	Buy	+37,481	New	+$1.87M	0.73%	64

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

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

Marietta Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 7,362 shares worth $446K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Marietta Wealth Management previously reported a position in BMY as recently as Q3 2021.

Marietta Wealth Management first reported a position in BMY in Q1 2019 and has held it in 12 quarters since. The position peaked at $3.62M in Q1 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Marietta Wealth Management held 7,362 shares of Bristol-Myers Squibb worth $446K as of Q1 2026.
Bristol-Myers Squibb was a new Marietta Wealth Management position in Q1 2026.
Bristol-Myers Squibb made up 0.05% of Marietta Wealth Management's portfolio in Q1 2026, its #113 holding.
Marietta Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 12 quarters since.
Marietta Wealth Management's Bristol-Myers Squibb position peaked at $3.62M in Q1 2021.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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