Mosaic Family Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Mosaic Family Wealth Partners’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	$349K	Buy	5,753 +108	+2%	+$6.3K	0.04%	216
2025 Q4	$304K	Buy	5,645 +931	+20%	+$44.8K	0.03%	191
2025 Q3	$208K	Sell	4,714 -103	-2%	-$4.81K	0.02%	222
2025 Q2	$223K	Sell	4,817 -62	-1%	-$3.04K	0.03%	212
2025 Q1	$298K	Sell	4,879 -928	-16%	-$54.1K	0.04%	173
2024 Q4	$328K	Sell	5,807 -133	-2%	-$7.43K	0.05%	158
2024 Q3	$307K	Buy	5,940 +198	+3%	+$9.29K	0.05%	164
2024 Q2	$238K	Buy	5,742 +4	+0.1%	+$179	0.04%	178
2024 Q1	$311K	Sell	5,738 -215	-4%	-$11K	0.05%	156
2023 Q4	$305K	Sell	5,953 -91	-2%	-$4.78K	0.05%	143
2023 Q3	$351K	Sell	6,044 -68	-1%	-$4.17K	0.07%	129
2023 Q2	$391K	Sell	6,112 -10	-0.2%	-$671	0.08%	118
2023 Q1	$424K	Sell	6,122 -341	-5%	-$24.1K	0.09%	111
2022 Q4	$465K	Buy	+6,463	New	+$487K	0.13%	107

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

Mosaic Family Wealth Partners's BMY Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 1.9% in Q1 2026, buying an estimated $6.3K and bringing the position to 5,753 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #216.

Mosaic Family Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $465K in Q4 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Mosaic Family Wealth Partners held 5,753 shares of Bristol-Myers Squibb worth $349K as of Q1 2026.
Mosaic Family Wealth Partners bought 108 Bristol-Myers Squibb shares in Q1 2026, an estimated $6.3K.
Bristol-Myers Squibb made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #216 holding.
Mosaic Family Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Bristol-Myers Squibb position peaked at $465K in Q4 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.