Oxler Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Oxler Private Wealth’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	$1.32M	Buy	21,733 +240	+1%	+$14K	0.41%	36
2025 Q4	$1.16M	Buy	21,493 +280	+1%	+$13.5K	0.34%	39
2025 Q3	$957K	Buy	21,213 +125	+0.6%	+$5.84K	0.28%	44
2025 Q2	$976K	Sell	21,088 -543	-3%	-$26.7K	0.31%	43
2025 Q1	$1.32M	Buy	21,631 +41	+0.2%	+$2.39K	0.46%	36
2024 Q4	$1.22M	Sell	21,590 -536	-2%	-$29.9K	0.4%	40
2024 Q3	$1.14M	Sell	22,126 -1,382	-6%	-$64.8K	0.4%	40
2024 Q2	$976K	Sell	23,508 -7,044	-23%	-$315K	0.36%	43
2024 Q1	$1.66M	Buy	30,552 +22,627	+286%	+$1.15M	0.65%	34
2023 Q4	$407K	Sell	7,925 -21,120	-73%	-$1.11M	0.34%	47
2023 Q3	$1.69M	Sell	29,045 -470	-2%	-$28.8K	0.85%	33
2023 Q2	$1.89M	Sell	29,515 -2,468	-8%	-$165K	0.9%	32
2023 Q1	$2.22M	Buy	31,983 +249	+0.8%	+$17.6K	1.09%	27
2022 Q4	$2.28M	Buy	31,734 +237	+0.8%	+$17.9K	1.23%	27
2022 Q3	$2.24M	Buy	31,497 +94	+0.3%	+$6.82K	1.25%	21
2022 Q2	$2.42M	Buy	31,403 +204	+0.7%	+$15.5K	1.16%	24
2022 Q1	$2.28M	Sell	31,199 -1,336	-4%	-$89.7K	1.03%	27
2021 Q4	$2.03M	Sell	32,535 -1,897	-6%	-$111K	0.84%	34
2021 Q3	$2.04M	Sell	34,432 -132	-0.4%	-$8.69K	0.9%	31
2021 Q2	$2.31M	Buy	34,564 +1,132	+3%	+$73.8K	1.01%	26
2021 Q1	$2.11M	Sell	33,432 -200	-0.6%	-$12.4K	1.07%	26
2020 Q4	$2.09M	Buy	+33,632	New	+$2.07M	1.18%	25

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

Oxler Private Wealth's BMY Position: Q1 2026 in Review

Oxler Private Wealth increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q1 2026, buying an estimated $14K and bringing the position to 21,733 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #36.

Oxler Private Wealth first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.42M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Oxler Private Wealth held 21,733 shares of Bristol-Myers Squibb worth $1.32M as of Q1 2026.
Oxler Private Wealth bought 240 Bristol-Myers Squibb shares in Q1 2026, an estimated $14K.
Bristol-Myers Squibb made up 0.41% of Oxler Private Wealth's portfolio in Q1 2026, its #36 holding.
Oxler Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
Oxler Private Wealth's Bristol-Myers Squibb position peaked at $2.42M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.