Pacific Point Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pacific Point 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	$595K	Buy	9,817 +15	+0.2%	+$874	0.31%	83
2025 Q4	$529K	Hold	9,802	–	–	0.28%	92
2025 Q3	$442K	Hold	9,802	–	–	0.26%	89
2025 Q2	$454K	Hold	9,802	–	–	0.25%	86
2025 Q1	$598K	Hold	9,802	–	–	0.33%	63
2024 Q4	$579K	Buy	+9,802	New	+$548K	0.35%	66

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

Pacific Point Advisors's BMY Position: Q1 2026 in Review

Pacific Point Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.15% in Q1 2026, buying an estimated $874 and bringing the position to 9,817 shares worth $595K. The position accounts for 0.31% of the portfolio, ranked #83.

Pacific Point Advisors first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $598K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Pacific Point Advisors held 9,817 shares of Bristol-Myers Squibb worth $595K as of Q1 2026.
Pacific Point Advisors bought 15 Bristol-Myers Squibb shares in Q1 2026, an estimated $874.
Bristol-Myers Squibb made up 0.31% of Pacific Point Advisors's portfolio in Q1 2026, its #83 holding.
Pacific Point Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
Pacific Point Advisors's Bristol-Myers Squibb position peaked at $598K in Q1 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.