MWM
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Modern Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Modern Wealth Management’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 		$1.41M Buy
22,795
+2,427
+12% +$141K 0.02% 355
2025
Q4 		$1.1M Buy
20,368
+1,690
+9% +$81.3K 0.02% 393
2025
Q3 		$842K Sell
18,678
-617
-3% -$28.8K 0.02% 420
2025
Q2 		$893K Buy
19,295
+869
+5% +$42.7K 0.02% 382
2025
Q1 		$1.12M Buy
18,426
+2,608
+16% +$152K 0.04% 291
2024
Q4 		$895K Buy
15,818
+3,067
+24% +$171K 0.03% 270
2024
Q3 		$660K Buy
+12,751
New +$598K 0.04% 212

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

Modern Wealth Management's BMY Position: Q1 2026 in Review

Modern Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $141K and bringing the position to 22,795 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #355.

Modern Wealth Management first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Modern Wealth Management held 22,795 shares of Bristol-Myers Squibb worth $1.41M as of Q1 2026.
  • Modern Wealth Management bought 2,427 Bristol-Myers Squibb shares in Q1 2026, an estimated $141K.
  • Bristol-Myers Squibb made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Modern Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.