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MSH Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

MSH Capital 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 		$556K Buy
9,174
+376
+4% +$21.9K 0.12% 165
2025
Q4 		$475K Buy
8,798
+764
+10% +$36.8K 0.1% 183
2025
Q3 		$362K Buy
8,034
+223
+3% +$10.4K 0.1% 189
2025
Q2 		$362K Sell
7,811
-1,136
-13% -$55.8K 0.1% 184
2025
Q1 		$546K Sell
8,947
-497
-5% -$29K 0.17% 136
2024
Q4 		$534K Sell
9,444
-2,190
-19% -$122K 0.17% 143
2024
Q3 		$602K Sell
11,634
-323
-3% -$15.2K 0.18% 127
2024
Q2 		$497K Sell
11,957
-3,356
-22% -$150K 0.17% 135
2024
Q1 		$830K Sell
15,313
-800
-5% -$40.8K 0.29% 93
2023
Q4 		$827K Sell
16,113
-1,232
-7% -$64.7K 0.31% 93
2023
Q3 		$1.01M Sell
17,345
-464
-3% -$28.4K 0.39% 78
2023
Q2 		$1.14M Buy
17,809
+242
+1% +$16.2K 0.42% 77
2023
Q1 		$1.22M Buy
17,567
+927
+6% +$65.4K 0.52% 66
2022
Q4 		$1.2M Sell
16,640
-13,866
-45% -$1.05M 0.54% 65
2022
Q3 		$2.17M Buy
30,506
+66
+0.2% +$4.79K 1.07% 20
2022
Q2 		$2.34M Sell
30,440
-2,981
-9% -$227K 1.09% 23
2022
Q1 		$2.44M Buy
33,421
+876
+3% +$58.8K 1.01% 24
2021
Q4 		$2.03M Buy
+32,545
New +$1.91M 0.91% 33

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

MSH Capital Advisors's BMY Position: Q1 2026 in Review

MSH Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 4.3% in Q1 2026, buying an estimated $21.9K and bringing the position to 9,174 shares worth $556K. The position accounts for 0.12% of the portfolio, ranked #165.

MSH Capital Advisors first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.44M in Q1 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • MSH Capital Advisors held 9,174 shares of Bristol-Myers Squibb worth $556K as of Q1 2026.
  • MSH Capital Advisors bought 376 Bristol-Myers Squibb shares in Q1 2026, an estimated $21.9K.
  • Bristol-Myers Squibb made up 0.12% of MSH Capital Advisors's portfolio in Q1 2026, its #165 holding.
  • MSH Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Bristol-Myers Squibb position peaked at $2.44M in Q1 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.