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

NewEdge 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 		$959K Sell
15,813
-9,769
-38% -$569K 0.01% 636
2025
Q4 		$1.38M Buy
25,582
+6,161
+32% +$296K 0.02% 549
2025
Q3 		$902K Sell
19,421
-1,532
-7% -$71.5K 0.01% 591
2025
Q2 		$950K Sell
20,953
-5,562
-21% -$273K 0.01% 545
2025
Q1 		$1.62M Buy
26,515
+72
+0.3% +$4.2K 0.03% 394
2024
Q4 		$1.5M Buy
26,443
+5,073
+24% +$283K 0.03% 415
2024
Q3 		$1.11M Sell
21,370
-296,465
-93% -$13.9M 0.02% 454
2024
Q2 		$13.2M Sell
317,835
-10,783
-3% -$482K 0.29% 94
2024
Q1 		$14.4M Buy
328,618
+37,979
+13% +$1.93M 0.32% 84
2023
Q4 		$14.9M Buy
290,639
+273,220
+1,569% +$14.3M 0.38% 76
2023
Q3 		$1.01M Sell
17,419
-663
-4% -$40.6K 0.03% 356
2023
Q2 		$1.16M Sell
18,082
-5,708
-24% -$383K 0.04% 329
2023
Q1 		$1.65M Buy
23,790
+7,158
+43% +$505K 0.06% 255
2022
Q4 		$1.2M Buy
16,632
+1,515
+10% +$114K 0.05% 271
2022
Q3 		$1.07M Sell
15,117
-2,837
-16% -$206K 0.05% 269
2022
Q2 		$1.38M Buy
+17,954
New +$1.37M 0.06% 241

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

NewEdge Wealth's BMY Position: Q1 2026 in Review

NewEdge Wealth reduced its Bristol-Myers Squibb (BMY) stake by 38% in Q1 2026, selling an estimated $569K and leaving 15,813 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #636.

NewEdge Wealth first reported a position in BMY in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.9M in Q4 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • NewEdge Wealth held 15,813 shares of Bristol-Myers Squibb worth $959K as of Q1 2026.
  • NewEdge Wealth sold 9,769 Bristol-Myers Squibb shares in Q1 2026, an estimated $569K.
  • Bristol-Myers Squibb made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #636 holding.
  • NewEdge Wealth first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Bristol-Myers Squibb position peaked at $14.9M in Q4 2023.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.