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Operose Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Operose 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 		$50.8K Buy
838
+338
+68% +$19.7K 0.01% 283
2025
Q4 		$27K Hold
500
– – 0.01% 324
2025
Q3 		$22.6K Hold
500
– – 0.01% 318
2025
Q2 		$23.1K Hold
500
– – 0.01% 288
2025
Q1 		$30.5K Sell
500
-181
-27% -$10.6K 0.01% 250
2024
Q4 		$38.5K Sell
681
-1,936
-74% -$108K 0.01% 228
2024
Q3 		$135K Sell
2,617
-195
-7% -$9.15K 0.04% 174
2024
Q2 		$117K Sell
2,812
-4,425
-61% -$198K 0.04% 177
2024
Q1 		$392K Buy
7,237
+6,125
+551% +$312K 0.13% 105
2023
Q4 		$57.1K Sell
1,112
-584
-34% -$30.7K 0.02% 210
2023
Q3 		$98.4K Buy
1,696
+612
+56% +$37.5K 0.04% 213
2023
Q2 		$69.3K Sell
1,084
-187
-15% -$12.5K 0.03% 146
2023
Q1 		$88.1K Sell
1,271
-400
-24% -$28.2K 0.04% 123
2022
Q4 		$120K Buy
1,671
+225
+16% +$17K 0.06% 103
2022
Q3 		$103K Buy
1,446
+187
+15% +$13.6K 0.07% 95
2022
Q2 		$97K Hold
1,259
– – 0.07% 99
2022
Q1 		$92K Hold
1,259
– – 0.06% 111
2021
Q4 		$78K Buy
+1,259
New +$73.9K 0.06% 107

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

Operose Advisors's BMY Position: Q1 2026 in Review

Operose Advisors increased its Bristol-Myers Squibb (BMY) stake by 68% in Q1 2026, buying an estimated $19.7K and bringing the position to 838 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #283.

Operose Advisors first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $392K in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Operose Advisors held 838 shares of Bristol-Myers Squibb worth $50.8K as of Q1 2026.
  • Operose Advisors bought 338 Bristol-Myers Squibb shares in Q1 2026, an estimated $19.7K.
  • Bristol-Myers Squibb made up 0.01% of Operose Advisors's portfolio in Q1 2026, its #283 holding.
  • Operose Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Operose Advisors's Bristol-Myers Squibb position peaked at $392K in Q1 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.