OF
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Optimize Financial’s Bristol-Myers Squibb BMY Stock Holding History

Optimize Financial’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
-9,140
Closed -$493K – 322
2025
Q4 		$493K Buy
9,140
+128
+1% +$6.16K 0.25% 134
2025
Q3 		$406K Buy
+9,012
New +$421K 0.21% 207

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

Optimize Financial's BMY Position: Q1 2026 in Review

Optimize Financial sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 9,140 shares — an estimated $493K sold.

Optimize Financial first reported a position in BMY in Q3 2025 and held it in 2 quarters. The position peaked at $493K in Q4 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Optimize Financial reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 9,140 Bristol-Myers Squibb shares in Q1 2026, an estimated $493K.
  • Optimize Financial first reported a position in Bristol-Myers Squibb in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Bristol-Myers Squibb position peaked at $493K in Q4 2025.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.