MBA Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MBA Advisors’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	$378K	Buy	6,233 +215	+4%	+$12.5K	0.15%	97
2025 Q4	$325K	Sell	6,018 -1,073	-15%	-$51.6K	0.13%	108
2025 Q3	$320K	Buy	7,091 +325	+5%	+$15.2K	0.14%	106
2025 Q2	$313K	Buy	6,766 +776	+13%	+$38.1K	0.14%	103
2025 Q1	$365K	Buy	5,990 +120	+2%	+$7K	0.18%	97
2024 Q4	$332K	Sell	5,870 -969	-14%	-$54.1K	0.17%	99
2024 Q3	$354K	Buy	6,839 +684	+11%	+$32.1K	0.17%	96
2024 Q2	$256K	Sell	6,155 -1,854	-23%	-$83K	0.13%	113
2024 Q1	$434K	Buy	8,009 +18	+0.2%	+$917	0.22%	82
2023 Q4	$410K	Sell	7,991 -3,995	-33%	-$210K	0.23%	83
2023 Q3	$696K	Sell	11,986 -140	-1%	-$8.58K	0.43%	55
2023 Q2	$775K	Buy	12,126 +6,761	+126%	+$453K	0.46%	51
2023 Q1	$372K	Sell	5,365 -50	-0.9%	-$3.53K	0.23%	84
2022 Q4	$390K	Hold	5,415	–	–	0.25%	82
2022 Q3	$385K	Buy	5,415 +500	+10%	+$36.3K	0.28%	75
2022 Q2	$378K	Hold	4,915	–	–	0.26%	79
2022 Q1	$359K	Hold	4,915	–	–	0.22%	99
2021 Q4	$306K	Buy	+4,915	New	+$288K	0.19%	114

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

MBA Advisors's BMY Position: Q1 2026 in Review

MBA Advisors increased its Bristol-Myers Squibb (BMY) stake by 3.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 6,233 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #97.

MBA Advisors first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $775K in Q2 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

MBA Advisors held 6,233 shares of Bristol-Myers Squibb worth $378K as of Q1 2026.
MBA Advisors bought 215 Bristol-Myers Squibb shares in Q1 2026, an estimated $12.5K.
Bristol-Myers Squibb made up 0.15% of MBA Advisors's portfolio in Q1 2026, its #97 holding.
MBA Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
MBA Advisors's Bristol-Myers Squibb position peaked at $775K in Q2 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.