MBL Wealth’s Bristol-Myers Squibb BMY Stock Holding History

MBL 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	$591K	Buy	+9,739	New	+$568K	0.04%	174
2025 Q2	–	Sell	-5,974	Closed	-$364K	–	242
2025 Q1	$364K	Buy	5,974 +1,300	+28%	+$75.8K	0.04%	163
2024 Q4	$264K	Buy	+4,674	New	+$261K	0.03%	191
2024 Q1	–	Sell	-4,193	Closed	-$215K	–	202
2023 Q4	$215K	Buy	4,193 +545	+15%	+$28.6K	0.03%	172
2023 Q3	$212K	Sell	3,648 -111	-3%	-$6.8K	0.03%	160
2023 Q2	$240K	Sell	3,759 -263	-7%	-$17.6K	0.03%	152
2023 Q1	$279K	Buy	4,022 +681	+20%	+$48K	0.04%	132
2022 Q4	$240K	Sell	3,341 -40	-1%	-$3.02K	0.05%	144
2022 Q3	$240K	Buy	3,381 +40	+1%	+$2.9K	0.05%	135
2022 Q2	$257K	Sell	3,341 -1,054	-24%	-$80.3K	0.06%	117
2022 Q1	$321K	Buy	+4,395	New	+$295K	0.08%	127
2021 Q1	$238K	Buy	3,769 +270	+8%	+$16.8K	0.08%	137
2020 Q4	$217K	Buy	+3,499	New	+$215K	0.09%	117

Other funds holding BMY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return