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

McCarter Private Wealth Services’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	$622K	Buy	10,261 +2,075	+25%	+$121K	0.27%	81
2025 Q4	$442K	Buy	8,186 +3,255	+66%	+$157K	0.2%	99
2025 Q3	$222K	Buy	4,931 +235	+5%	+$11K	0.11%	120
2025 Q2	$217K	Hold	4,696	–	–	0.12%	109
2025 Q1	$286K	Buy	4,696 +150	+3%	+$8.74K	0.19%	83
2024 Q4	$257K	Sell	4,546 -552	-11%	-$30.8K	0.16%	89
2024 Q3	$264K	Buy	+5,098	New	+$239K	0.17%	87

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

McCarter Private Wealth Services's BMY Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, buying an estimated $121K and bringing the position to 10,261 shares worth $622K. The position accounts for 0.27% of the portfolio, ranked #81.

McCarter Private Wealth Services first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

McCarter Private Wealth Services held 10,261 shares of Bristol-Myers Squibb worth $622K as of Q1 2026.
McCarter Private Wealth Services bought 2,075 Bristol-Myers Squibb shares in Q1 2026, an estimated $121K.
Bristol-Myers Squibb made up 0.27% of McCarter Private Wealth Services's portfolio in Q1 2026, its #81 holding.
McCarter Private Wealth Services first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.