Optima Capital’s Bristol-Myers Squibb BMY Stock Holding History

Optima Capital’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	–	Sell	-340	Closed	-$18.3K	–	296
2025 Q4	$18.3K	Buy	+340	New	+$16.4K	0.01%	441

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

Optima Capital's BMY Position: Q1 2026 in Review

Optima Capital sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 340 shares — an estimated $18.3K sold.

Optima Capital first reported a position in BMY in Q4 2025 and held it in 1 quarter. The position peaked at $18.3K in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Optima Capital reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 340 Bristol-Myers Squibb shares in Q1 2026, an estimated $18.3K.
Optima Capital first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 1 quarter.
Optima Capital's Bristol-Myers Squibb position peaked at $18.3K in Q4 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.