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MASECO Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

MASECO Private Wealth’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 		$89.8K Hold
1,482
– – ﹤0.01% 123
2025
Q4 		$79.9K Buy
+1,482
New +$71.3K ﹤0.01% 137
2025
Q3 		– Sell
-5,528
Closed -$256K – 306
2025
Q2 		$256K Buy
+5,528
New +$271K 0.01% 95

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

MASECO Private Wealth's BMY Position: Q1 2026 in Review

MASECO Private Wealth held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 1,482 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

MASECO Private Wealth first reported a position in BMY in Q2 2025 and has held it in 3 quarters since. The position peaked at $256K in Q2 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • MASECO Private Wealth held 1,482 shares of Bristol-Myers Squibb worth $89.8K as of Q1 2026.
  • MASECO Private Wealth left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #123 holding.
  • MASECO Private Wealth first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Bristol-Myers Squibb position peaked at $256K in Q2 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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