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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
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% +$2.33K 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
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

Palacios Wealth Management's BMY Position: Q1 2026 in Review

Palacios Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q1 2026, buying an estimated $5.6K and bringing the position to 6,167 shares worth $374K. The position accounts for 0.23% of the portfolio, ranked #55.

Palacios Wealth Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Palacios Wealth Management held 6,167 shares of Bristol-Myers Squibb worth $374K as of Q1 2026.
  • Palacios Wealth Management bought 96 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.6K.
  • Bristol-Myers Squibb made up 0.23% of Palacios Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Palacios Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's Bristol-Myers Squibb position peaked at $477K in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.