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Newbridge Financial Services Group’s Bristol-Myers Squibb BMY Stock Holding History

Newbridge Financial Services Group’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 		$28.5K Hold
470
– – ﹤0.01% 561
2025
Q4 		$25.4K Hold
470
– – ﹤0.01% 584
2025
Q3 		$21.2K Hold
470
– – ﹤0.01% 729
2025
Q2 		$21.8K Sell
470
-3,955
-89% -$194K ﹤0.01% 702
2025
Q1 		$270K Buy
4,425
+3,422
+341% +$199K 0.07% 166
2024
Q4 		$56.7K Buy
+1,003
New +$56K 0.01% 376
2024
Q3 		– Sell
-1,875
Closed -$77.9K – 709
2024
Q2 		$77.9K Sell
1,875
-35
-2% -$1.57K 0.03% 300
2024
Q1 		$104K Buy
1,910
+216
+13% +$11K 0.05% 285
2023
Q4 		$86.9K Sell
1,694
-937
-36% -$49.2K 0.04% 298
2023
Q3 		$153K Sell
2,631
-27
-1% -$1.65K 0.08% 227
2023
Q2 		$170K Sell
2,658
-126
-5% -$8.45K 0.08% 222
2023
Q1 		$193K Sell
2,784
-73
-3% -$5.15K 0.1% 198
2022
Q4 		$206K Buy
2,857
+1,195
+72% +$90.1K 0.12% 173
2022
Q3 		$118K Buy
1,662
+29
+2% +$2.1K 0.07% 270
2022
Q2 		$126K Sell
1,633
-106
-6% -$8.07K 0.08% 232
2022
Q1 		$127K Buy
1,739
+78
+5% +$5.24K 0.06% 267
2021
Q4 		$104K Sell
1,661
-22
-1% -$1.29K 0.05% 295
2021
Q3 		$100K Sell
1,683
-395
-19% -$26K 0.06% 267
2021
Q2 		$139K Sell
2,078
-148
-7% -$9.65K 0.09% 224
2021
Q1 		$141K Sell
2,226
-229
-9% -$14.2K 0.1% 205
2020
Q4 		$152K Sell
2,455
-194
-7% -$11.9K 0.13% 170
2020
Q3 		$160K Buy
+2,649
New +$159K 0.16% 132

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

Newbridge Financial Services Group's BMY Position: Q1 2026 in Review

Newbridge Financial Services Group held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 470 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Newbridge Financial Services Group first reported a position in BMY in Q3 2020 and has held it in 22 quarters since. The position peaked at $270K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Newbridge Financial Services Group held 470 shares of Bristol-Myers Squibb worth $28.5K as of Q1 2026.
  • Newbridge Financial Services Group left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #561 holding.
  • Newbridge Financial Services Group first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Bristol-Myers Squibb position peaked at $270K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.