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Optimist Retirement Group’s Bristol-Myers Squibb BMY Stock Holding History

Optimist Retirement Group’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 		$2.7M Buy
44,498
+1,568
+4% +$91.4K 1.19% 17
2025
Q4 		$2.32M Sell
42,930
-2,883
-6% -$139K 1.06% 28
2025
Q3 		$2.07M Buy
45,813
+4,952
+12% +$231K 0.93% 41
2025
Q2 		$1.89M Buy
40,861
+1,725
+4% +$84.7K 0.91% 41
2025
Q1 		$2.39M Sell
39,136
-3,792
-9% -$221K 1.19% 20
2024
Q4 		$2.43M Sell
42,928
-708
-2% -$39.6K 1.15% 17
2024
Q3 		$2.26M Buy
+43,636
New +$2.05M 1.02% 31
2024
Q2 		– Sell
-38,663
Closed -$2.1M – 113
2024
Q1 		$2.1M Buy
38,663
+30,673
+384% +$1.56M 1.08% 20
2023
Q4 		$410K Buy
+7,990
New +$419K 0.27% 48

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

Optimist Retirement Group's BMY Position: Q1 2026 in Review

Optimist Retirement Group increased its Bristol-Myers Squibb (BMY) stake by 3.7% in Q1 2026, buying an estimated $91.4K and bringing the position to 44,498 shares worth $2.7M. The position accounts for 1.19% of the portfolio, ranked #17.

Optimist Retirement Group first reported a position in BMY in Q4 2023 and has held it in 9 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Optimist Retirement Group held 44,498 shares of Bristol-Myers Squibb worth $2.7M as of Q1 2026.
  • Optimist Retirement Group bought 1,568 Bristol-Myers Squibb shares in Q1 2026, an estimated $91.4K.
  • Bristol-Myers Squibb made up 1.19% of Optimist Retirement Group's portfolio in Q1 2026, its #17 holding.
  • Optimist Retirement Group first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 9 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.