Opes Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Opes Wealth Management’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	$1.12M	Buy	18,469 +16	+0.1%	+$933	0.18%	69
2025 Q4	$995K	Sell	18,453 -221	-1%	-$10.6K	0.16%	76
2025 Q3	$842K	Sell	18,674 -778	-4%	-$36.3K	0.15%	76
2025 Q2	$900K	Sell	19,452 -939	-5%	-$46.1K	0.16%	76
2025 Q1	$1.24M	Sell	20,391 -1	-0%	-$58	0.25%	60
2024 Q4	$1.15M	Hold	20,392	–	–	0.24%	56
2024 Q3	$1.06M	Sell	20,392 -141	-0.7%	-$6.61K	0.2%	59
2024 Q2	$853K	Buy	20,533 +113	+0.6%	+$5.06K	0.18%	62
2024 Q1	$1.11M	Sell	20,420 -197	-1%	-$10K	0.26%	56
2023 Q4	$1.06M	Sell	20,617 -123	-0.6%	-$6.46K	0.25%	55
2023 Q3	$1.2M	Buy	20,740 +124	+0.6%	+$7.6K	0.33%	52
2023 Q2	$1.32M	Buy	20,616 +30	+0.1%	+$2.01K	0.37%	49
2023 Q1	$1.43M	Buy	20,586 +751	+4%	+$53K	0.46%	43
2022 Q4	$1.43M	Sell	19,835 -204	-1%	-$15.4K	0.52%	41
2022 Q3	$1.43M	Buy	+20,039	New	+$1.45M	0.57%	37
2022 Q1	–	Sell	-3,814	Closed	-$238K	–	106
2021 Q4	$238K	Buy	+3,814	New	+$224K	0.07%	98

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opes Wealth Management's BMY Position: Q1 2026 in Review

Opes Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.09% in Q1 2026, buying an estimated $933 and bringing the position to 18,469 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #69.

Opes Wealth Management first reported a position in BMY in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Opes Wealth Management held 18,469 shares of Bristol-Myers Squibb worth $1.12M as of Q1 2026.
Opes Wealth Management bought 16 Bristol-Myers Squibb shares in Q1 2026, an estimated $933.
Bristol-Myers Squibb made up 0.18% of Opes Wealth Management's portfolio in Q1 2026, its #69 holding.
Opes Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 16 quarters since.
Opes Wealth Management's Bristol-Myers Squibb position peaked at $1.43M in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.