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Mowery & Schoenfeld Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Mowery & Schoenfeld 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 		$16.7K Hold
275
– – 0.03% 184
2025
Q4 		$14.8K Hold
275
– – 0.02% 211
2025
Q3 		$12.4K Hold
275
– – 0.02% 205
2025
Q2 		$12.7K Hold
275
– – 0.02% 202
2025
Q1 		$16.8K Sell
275
-36
-12% -$2.1K 0.03% 219
2024
Q4 		$17.6K Buy
+311
New +$17.4K 0.03% 179

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

Mowery & Schoenfeld Wealth Management's BMY Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 275 shares worth $16.7K. The position accounts for 0.03% of the portfolio, ranked #184.

Mowery & Schoenfeld Wealth Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.6K in Q4 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 275 shares of Bristol-Myers Squibb worth $16.7K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Bristol-Myers Squibb position peaked at $17.6K in Q4 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.