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Modus Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Modus 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 		– Sell
-175
Closed -$9.44K – 140
2025
Q4 		$9.44K Buy
+175
New +$8.42K ﹤0.01% 268
2020
Q3 		– Sell
-26
Closed -$2K – 102
2020
Q2 		$2K Buy
+26
New +$1.55K ﹤0.01% 205

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

Modus Advisors's BMY Position: Q1 2026 in Review

Modus Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 175 shares — an estimated $9.44K sold.

Modus Advisors first reported a position in BMY in Q2 2020 and held it in 2 quarters. The position peaked at $9.44K in Q4 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Modus Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 175 Bristol-Myers Squibb shares in Q1 2026, an estimated $9.44K.
  • Modus Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and held it in 2 quarters.
  • Modus Advisors's Bristol-Myers Squibb position peaked at $9.44K in Q4 2025.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.