Measured Wealth Private Client Group’s Bristol-Myers Squibb BMY Stock Holding History

Measured Wealth Private Client Group’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	$1.52M	Buy	25,075 +18,842	+302%	+$1.1M	0.42%	35
2025 Q4	$336K	Sell	6,233 -2,843	-31%	-$137K	0.09%	132
2025 Q3	$409K	Sell	9,076 -5,212	-36%	-$243K	0.11%	117
2025 Q2	$661K	Sell	14,288 -5,979	-30%	-$293K	0.2%	77
2025 Q1	$1.24M	Buy	20,267 +9,103	+82%	+$531K	0.4%	35
2024 Q4	$631K	Buy	11,164 +5,650	+102%	+$316K	0.2%	66
2024 Q3	$285K	Sell	5,514 -122	-2%	-$5.72K	0.1%	141
2024 Q2	$234K	Sell	5,636 -700	-11%	-$31.3K	0.08%	169
2024 Q1	$344K	Hold	6,336	–	–	0.12%	130
2023 Q4	$325K	Buy	6,336 +720	+13%	+$37.8K	0.12%	126
2023 Q3	$326K	Sell	5,616 -1,430	-20%	-$87.6K	0.13%	115
2023 Q2	$451K	Hold	7,046	–	–	0.17%	99
2023 Q1	$488K	Hold	7,046	–	–	0.19%	88
2022 Q4	$507K	Buy	7,046 +29	+0.4%	+$2.19K	0.21%	67
2022 Q3	$499K	Buy	7,017 +800	+13%	+$58K	0.22%	62
2022 Q2	$479K	Hold	6,217	–	–	0.21%	71
2022 Q1	$454K	Hold	6,217	–	–	0.17%	78
2021 Q4	$388K	Hold	6,217	–	–	0.14%	96
2021 Q3	$368K	Sell	6,217 -926	-13%	-$61K	0.14%	95
2021 Q2	$477K	Hold	7,143	–	–	0.15%	86
2021 Q1	$451K	Buy	7,143 +16	+0.2%	+$995	0.16%	74
2020 Q4	$442K	Sell	7,127 -3,554	-33%	-$219K	0.18%	63
2020 Q3	$644K	Sell	10,681 -450	-4%	-$27.1K	0.31%	52
2020 Q2	$655K	Buy	11,131 +1,694	+18%	+$101K	0.38%	43
2020 Q1	$526K	Sell	9,437 -433	-4%	-$26.5K	0.41%	39
2019 Q4	$634K	Sell	9,870 -16,149	-62%	-$925K	0.42%	31
2019 Q3	$1.32M	Buy	26,019 +21,263	+447%	+$999K	0.85%	24
2019 Q2	$216K	Sell	4,756 -585	-11%	-$27.2K	0.12%	172
2019 Q1	$255K	Buy	+5,341	New	+$266K	0.16%	145
2018 Q4	–	Sell	-4,207	Closed	-$259K	–	175
2018 Q3	$259K	Buy	+4,207	New	+$250K	0.16%	124

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

Measured Wealth Private Client Group's BMY Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Bristol-Myers Squibb (BMY) stake by 302% in Q1 2026, buying an estimated $1.1M and bringing the position to 25,075 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #35.

Measured Wealth Private Client Group first reported a position in BMY in Q3 2018 and has held it in 30 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Measured Wealth Private Client Group held 25,075 shares of Bristol-Myers Squibb worth $1.52M as of Q1 2026.
Measured Wealth Private Client Group bought 18,842 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.1M.
Bristol-Myers Squibb made up 0.42% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #35 holding.
Measured Wealth Private Client Group first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 30 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.