Paces Ferry Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Paces Ferry Wealth Advisors’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	$268K	Buy	4,423 +151	+4%	+$8.8K	0.11%	111
2025 Q4	$230K	Buy	+4,272	New	+$206K	0.09%	117
2025 Q3	–	Sell	-4,515	Closed	-$209K	–	129
2025 Q2	$209K	Sell	4,515 -296	-6%	-$14.5K	0.1%	116
2025 Q1	$293K	Sell	4,811 -32	-0.7%	-$1.86K	0.15%	91
2024 Q4	$274K	Buy	+4,843	New	+$271K	0.13%	100
2020 Q4	–	Sell	-1,061	Closed	-$64K	–	243
2020 Q3	$64K	Buy	+1,061	New	+$63.9K	0.06%	206

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

Paces Ferry Wealth Advisors's BMY Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 3.5% in Q1 2026, buying an estimated $8.8K and bringing the position to 4,423 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #111.

Paces Ferry Wealth Advisors first reported a position in BMY in Q3 2020 and has held it in 6 quarters since. The position peaked at $293K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Paces Ferry Wealth Advisors held 4,423 shares of Bristol-Myers Squibb worth $268K as of Q1 2026.
Paces Ferry Wealth Advisors bought 151 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.8K.
Bristol-Myers Squibb made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Paces Ferry Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 6 quarters since.
Paces Ferry Wealth Advisors's Bristol-Myers Squibb position peaked at $293K in Q1 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.