MA
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MONECO Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MONECO 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 		$873K Buy
14,397
+889
+7% +$51.8K 0.07% 229
2025
Q4 		$729K Sell
13,508
-2,628
-16% -$126K 0.06% 243
2025
Q3 		$728K Sell
16,136
-648
-4% -$30.3K 0.06% 241
2025
Q2 		$777K Sell
16,784
-470
-3% -$23.1K 0.07% 222
2025
Q1 		$1.05M Buy
17,254
+431
+3% +$25.1K 0.11% 173
2024
Q4 		$952K Buy
16,823
+8,311
+98% +$464K 0.1% 186
2024
Q3 		$440K Sell
8,512
-4,181
-33% -$196K 0.05% 280
2024
Q2 		$527K Buy
12,693
+2,962
+30% +$133K 0.08% 228
2024
Q1 		$528K Buy
9,731
+22
+0.2% +$1.12K 0.08% 231
2023
Q4 		$498K Buy
9,709
+2,494
+35% +$131K 0.09% 216
2023
Q3 		$419K Sell
7,215
-394
-5% -$24.1K 0.11% 206
2023
Q2 		$487K Buy
7,609
+402
+6% +$27K 0.13% 178
2023
Q1 		$500K Buy
7,207
+2,119
+42% +$149K 0.15% 161
2022
Q4 		$366K Buy
5,088
+6
+0.1% +$452 0.13% 169
2022
Q3 		$361K Sell
5,082
-236
-4% -$17.1K 0.14% 157
2022
Q2 		$409K Buy
5,318
+388
+8% +$29.6K 0.16% 141
2022
Q1 		$360K Sell
4,930
-113
-2% -$7.59K 0.13% 154
2021
Q4 		$323K Sell
5,043
-284
-5% -$16.7K 0.12% 172
2021
Q3 		$315K Sell
5,327
-556
-9% -$36.6K 0.12% 179
2021
Q2 		$393K Buy
5,883
+243
+4% +$15.8K 0.18% 128
2021
Q1 		$356K Buy
5,640
+1,973
+54% +$123K 0.17% 133
2020
Q4 		$237K Sell
3,667
-100
-3% -$6.15K 0.13% 145
2020
Q3 		$227K Buy
+3,767
New +$227K 0.14% 134
2020
Q1 		– Sell
-3,854
Closed -$257K – 122
2019
Q4 		$257K Buy
+3,854
New +$221K 0.18% 123

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

MONECO Advisors's BMY Position: Q1 2026 in Review

MONECO Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.6% in Q1 2026, buying an estimated $51.8K and bringing the position to 14,397 shares worth $873K. The position accounts for 0.07% of the portfolio, ranked #229.

MONECO Advisors first reported a position in BMY in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.05M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • MONECO Advisors held 14,397 shares of Bristol-Myers Squibb worth $873K as of Q1 2026.
  • MONECO Advisors bought 889 Bristol-Myers Squibb shares in Q1 2026, an estimated $51.8K.
  • Bristol-Myers Squibb made up 0.07% of MONECO Advisors's portfolio in Q1 2026, its #229 holding.
  • MONECO Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 24 quarters since.
  • MONECO Advisors's Bristol-Myers Squibb position peaked at $1.05M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.