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Oxford Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Oxford Financial 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 		$292K Buy
4,808
+28
+0.6% +$1.63K 0.02% 216
2025
Q4 		$258K Sell
4,780
-56
-1% -$2.69K 0.01% 203
2025
Q3 		$218K Hold
4,836
– – 0.01% 216
2025
Q2 		$224K Sell
4,836
-89
-2% -$4.37K 0.01% 194
2025
Q1 		$300K Sell
4,925
-311
-6% -$18.1K 0.02% 174
2024
Q4 		$296K Buy
5,236
+150
+3% +$8.38K 0.02% 204
2024
Q3 		$263K Sell
5,086
-2,038
-29% -$95.6K 0.02% 211
2024
Q2 		$296K Buy
7,124
+184
+3% +$8.23K 0.02% 218
2024
Q1 		$376K Sell
6,940
-652
-9% -$33.2K 0.03% 160
2023
Q4 		$390K Buy
7,592
+4
+0.1% +$210 0.03% 158
2023
Q3 		$440K Sell
7,588
-1,194
-14% -$73.2K 0.04% 139
2023
Q2 		$562K Buy
8,782
+742
+9% +$49.8K 0.05% 125
2023
Q1 		$557K Buy
8,040
+698
+10% +$49.2K 0.06% 100
2022
Q4 		$528K Buy
7,342
+298
+4% +$22.5K 0.06% 106
2022
Q3 		$501K Sell
7,044
-2,081
-23% -$151K 0.08% 98
2022
Q2 		$703K Buy
9,125
+2,149
+31% +$164K 0.1% 83
2022
Q1 		$509K Buy
6,976
+919
+15% +$61.7K 0.06% 112
2021
Q4 		$378K Buy
6,057
+263
+5% +$15.4K 0.04% 144
2021
Q3 		$343K Buy
5,794
+337
+6% +$22.2K 0.04% 139
2021
Q2 		$365K Hold
5,457
– – 0.05% 131
2021
Q1 		$345K Sell
5,457
-14,316
-72% -$891K 0.05% 134
2020
Q4 		$1.23M Buy
19,773
+448
+2% +$27.5K 0.18% 48
2020
Q3 		$1.17M Buy
19,325
+59
+0.3% +$3.55K 0.19% 47
2020
Q2 		$1.13M Sell
19,266
-151
-0.8% -$9.03K 0.19% 50
2020
Q1 		$1.08M Buy
+19,417
New +$1.19M 0.22% 47

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

Oxford Financial Group's BMY Position: Q1 2026 in Review

Oxford Financial Group increased its Bristol-Myers Squibb (BMY) stake by 0.59% in Q1 2026, buying an estimated $1.63K and bringing the position to 4,808 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #216.

Oxford Financial Group first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.23M in Q4 2020. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Oxford Financial Group held 4,808 shares of Bristol-Myers Squibb worth $292K as of Q1 2026.
  • Oxford Financial Group bought 28 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.63K.
  • Bristol-Myers Squibb made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #216 holding.
  • Oxford Financial Group first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Bristol-Myers Squibb position peaked at $1.23M in Q4 2020.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.