Palacios Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Palacios Wealth Management’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 Q3	$315K	Sell	5,041 -825	-14%	-$52.1K	0.17%	57
2026 Q2	$338K	Sell	5,866 -301	-5%	-$17.3K	0.2%	56
2026 Q1	$374K	Buy	6,167 +96	+2%	+$5.6K	0.23%	55
2025 Q4	$327K	Sell	6,071 -2,230	-27%	-$107K	0.25%	50
2025 Q3	$374K	Buy	8,301 +50	+0.6%	+$2.34K	0.25%	52
2025 Q2	$382K	Buy	8,251 +435	+6%	+$21.4K	0.31%	46
2025 Q1	$477K	Hold	7,816	–	–	0.35%	38
2024 Q4	$440K	Buy	+7,816	New	+$437K	0.48%	40

Other funds holding BMY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Palacios Wealth Management's BMY Position: Q3 2026 in Review

Palacios Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q3 2026, selling an estimated $52.1K and leaving 5,041 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #57.

Palacios Wealth Management first reported a position in BMY in Q4 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2025. 2,253 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Palacios Wealth Management held 5,041 shares of Bristol-Myers Squibb worth $315K as of Q3 2026.
Palacios Wealth Management sold 825 Bristol-Myers Squibb shares in Q3 2026, an estimated $52.1K.
Bristol-Myers Squibb made up 0.17% of Palacios Wealth Management's portfolio in Q3 2026, its #57 holding.
Palacios Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 8 quarters since.
Palacios Wealth Management's Bristol-Myers Squibb position peaked at $477K in Q1 2025.
2,253 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Palacios Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.