MPWM Advisory Solutions’s Bristol-Myers Squibb BMY Stock Holding History

MPWM Advisory Solutions’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	$1.21K	Hold	20	–	–	﹤0.01%	530
2025 Q4	$1.08K	Hold	20	–	–	﹤0.01%	507
2025 Q3	$902	Buy	+20	New	+$934	﹤0.01%	487
2025 Q2	–	Sell	-44	Closed	-$2.68K	–	559
2025 Q1	$2.68K	Hold	44	–	–	﹤0.01%	429
2024 Q4	$2.49K	Buy	+44	New	+$2.46K	﹤0.01%	448

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

MPWM Advisory Solutions's BMY Position: Q1 2026 in Review

MPWM Advisory Solutions held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 20 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

MPWM Advisory Solutions first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.68K in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

MPWM Advisory Solutions held 20 shares of Bristol-Myers Squibb worth $1.21K as of Q1 2026.
MPWM Advisory Solutions left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #530 holding.
MPWM Advisory Solutions first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
MPWM Advisory Solutions's Bristol-Myers Squibb position peaked at $2.68K in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.