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Navigoe Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Navigoe 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 		$24K Hold
400
– – 0.01% 97
2025
Q4 		$21K Hold
400
– – 0.01% 108
2025
Q3 		$18K Hold
400
– – 0.01% 112
2025
Q2 		$18K Hold
400
– – 0.01% 95
2025
Q1 		$24K Hold
400
– – 0.02% 86
2024
Q4 		$22K Buy
+400
New +$22.4K 0.02% 90

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

Navigoe Wealth Management's BMY Position: Q1 2026 in Review

Navigoe Wealth Management held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 400 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #97.

Navigoe Wealth Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Navigoe Wealth Management held 400 shares of Bristol-Myers Squibb worth $24K as of Q1 2026.
  • Navigoe Wealth Management left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Navigoe Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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