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New Age Alpha Advisors’s Bristol-Myers Squibb BMY Stock Holding History

New Age Alpha 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 		$1.27M Buy
20,966
+10,250
+96% +$598K 0.06% 373
2025
Q4 		$578K Buy
+10,716
New +$516K 0.02% 465
2025
Q1 		– Sell
-125,719
Closed -$7.11M – 920
2024
Q4 		$7.11M Buy
+125,719
New +$7.02M 0.29% 91

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

New Age Alpha Advisors's BMY Position: Q1 2026 in Review

New Age Alpha Advisors increased its Bristol-Myers Squibb (BMY) stake by 96% in Q1 2026, buying an estimated $598K and bringing the position to 20,966 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #373.

New Age Alpha Advisors first reported a position in BMY in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.11M in Q4 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • New Age Alpha Advisors held 20,966 shares of Bristol-Myers Squibb worth $1.27M as of Q1 2026.
  • New Age Alpha Advisors bought 10,250 Bristol-Myers Squibb shares in Q1 2026, an estimated $598K.
  • Bristol-Myers Squibb made up 0.06% of New Age Alpha Advisors's portfolio in Q1 2026, its #373 holding.
  • New Age Alpha Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 3 quarters since.
  • New Age Alpha Advisors's Bristol-Myers Squibb position peaked at $7.11M in Q4 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.