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Oak Harbor Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Oak Harbor Wealth Partners’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 		$274K Sell
4,525
-25
-0.5% -$1.46K 0.06% 174
2025
Q4 		$245K Sell
4,550
-1,652
-27% -$79.5K 0.06% 180
2025
Q3 		$280K Hold
6,202
– – 0.07% 173
2025
Q2 		$287K Sell
6,202
-116
-2% -$5.69K 0.08% 169
2025
Q1 		$385K Hold
6,318
– – 0.11% 140
2024
Q4 		$357K Sell
6,318
-217
-3% -$12.1K 0.1% 130
2024
Q3 		$338K Buy
6,535
+312
+5% +$14.6K 0.1% 136
2024
Q2 		$258K Buy
6,223
+417
+7% +$18.7K 0.08% 141
2024
Q1 		$315K Sell
5,806
-184
-3% -$9.37K 0.1% 132
2023
Q4 		$307K Buy
5,990
+108
+2% +$5.67K 0.1% 133
2023
Q3 		$341K Buy
5,882
+13
+0.2% +$797 0.12% 126
2023
Q2 		$375K Sell
5,869
-451
-7% -$30.2K 0.13% 126
2023
Q1 		$438K Sell
6,320
-330
-5% -$23.3K 0.16% 120
2022
Q4 		$478K Buy
6,650
+9
+0.1% +$679 0.18% 104
2022
Q3 		$472K Buy
6,641
+9
+0.1% +$653 0.18% 95
2022
Q2 		$511K Buy
6,632
+9
+0.1% +$685 0.2% 89
2022
Q1 		$484K Buy
6,623
+10
+0.2% +$671 0.16% 98
2021
Q4 		$412K Buy
+6,613
New +$388K 0.14% 108

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

Oak Harbor Wealth Partners's BMY Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.55% in Q1 2026, selling an estimated $1.46K and leaving 4,525 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #174.

Oak Harbor Wealth Partners first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $511K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Oak Harbor Wealth Partners held 4,525 shares of Bristol-Myers Squibb worth $274K as of Q1 2026.
  • Oak Harbor Wealth Partners sold 25 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.46K.
  • Bristol-Myers Squibb made up 0.06% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Oak Harbor Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Bristol-Myers Squibb position peaked at $511K in Q2 2022.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.