NW
BMY icon

Naviter Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Naviter Wealth’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 		$239K Sell
3,933
-622
-14% -$36.3K 0.03% 256
2025
Q4 		$246K Sell
4,555
-1,539
-25% -$74K 0.03% 249
2025
Q3 		$275K Buy
6,094
+80
+1% +$3.74K 0.03% 237
2025
Q2 		$278K Sell
6,014
-301
-5% -$14.8K 0.03% 240
2025
Q1 		$379K Sell
6,315
-3,491
-36% -$203K 0.05% 216
2024
Q4 		$555K Sell
9,806
-22,727
-70% -$1.27M 0.07% 200
2024
Q3 		$1.68M Buy
32,533
+10,412
+47% +$488K 0.23% 123
2024
Q2 		$919K Sell
22,121
-1,598
-7% -$71.5K 0.14% 163
2024
Q1 		$1.29M Buy
23,719
+9,284
+64% +$473K 0.21% 134
2023
Q4 		$741K Sell
14,435
-3,065
-18% -$161K 0.15% 158
2023
Q3 		$1.02M Buy
17,500
+1,002
+6% +$61.4K 0.25% 97
2023
Q2 		$1.06M Buy
16,498
+2,356
+17% +$158K 0.27% 95
2023
Q1 		$980K Buy
14,142
+2,570
+22% +$181K 0.34% 85
2022
Q4 		$844K Buy
11,572
+1,629
+16% +$123K 0.23% 102
2022
Q3 		$707K Buy
9,943
+1,044
+12% +$75.7K 0.29% 83
2022
Q2 		$690K Buy
+8,899
New +$678K 0.28% 82

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

Naviter Wealth's BMY Position: Q1 2026 in Review

Naviter Wealth reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q1 2026, selling an estimated $36.3K and leaving 3,933 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #256.

Naviter Wealth first reported a position in BMY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q3 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Naviter Wealth held 3,933 shares of Bristol-Myers Squibb worth $239K as of Q1 2026.
  • Naviter Wealth sold 622 Bristol-Myers Squibb shares in Q1 2026, an estimated $36.3K.
  • Bristol-Myers Squibb made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #256 holding.
  • Naviter Wealth first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Bristol-Myers Squibb position peaked at $1.68M in Q3 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.