MWA
BMY icon

Medallion Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Medallion Wealth 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 		$189K Buy
3,122
+11
+0.4% +$641 0.06% 261
2025
Q4 		$168K Buy
3,111
+11
+0.4% +$529 0.06% 265
2025
Q3 		$140K Sell
3,100
-137
-4% -$6.4K 0.05% 288
2025
Q2 		$153K Buy
3,237
+11
+0.3% +$540 0.06% 271
2025
Q1 		$194K Sell
3,226
-51
-2% -$2.97K 0.09% 204
2024
Q4 		$190K Buy
+3,277
New +$183K 0.09% 194

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

Medallion Wealth Advisors's BMY Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.35% in Q1 2026, buying an estimated $641 and bringing the position to 3,122 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #261.

Medallion Wealth Advisors first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $194K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Medallion Wealth Advisors held 3,122 shares of Bristol-Myers Squibb worth $189K as of Q1 2026.
  • Medallion Wealth Advisors bought 11 Bristol-Myers Squibb shares in Q1 2026, an estimated $641.
  • Bristol-Myers Squibb made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • Medallion Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Bristol-Myers Squibb position peaked at $194K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.