PDS Planning’s Bristol-Myers Squibb BMY Stock Holding History

PDS Planning’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	$426K	Buy	7,016 +464	+7%	+$27K	0.03%	301
2025 Q4	$353K	Buy	6,552 +365	+6%	+$17.6K	0.02%	336
2025 Q3	$279K	Sell	6,187 -1,713	-22%	-$80K	0.02%	400
2025 Q2	$366K	Buy	7,900 +49	+0.6%	+$2.4K	0.03%	306
2025 Q1	$479K	Buy	7,851 +1,115	+17%	+$65K	0.04%	217
2024 Q4	$381K	Buy	6,736 +1,222	+22%	+$68.3K	0.03%	232
2024 Q3	$285K	Buy	5,514 +699	+15%	+$32.8K	0.03%	309
2024 Q2	$200K	Sell	4,815 -2,488	-34%	-$111K	0.02%	364
2024 Q1	$396K	Buy	7,303 +743	+11%	+$37.8K	0.04%	203
2023 Q4	$337K	Sell	6,560 -1,659	-20%	-$87.1K	0.04%	214
2023 Q3	$477K	Buy	8,219 +563	+7%	+$34.5K	0.06%	141
2023 Q2	$490K	Buy	7,656 +381	+5%	+$25.5K	0.06%	137
2023 Q1	$504K	Buy	7,275 +1,347	+23%	+$95K	0.07%	121
2022 Q4	$426K	Buy	5,928 +77	+1%	+$5.81K	0.07%	111
2022 Q3	$416K	Buy	5,851 +368	+7%	+$26.7K	0.08%	97
2022 Q2	$422K	Buy	5,483 +640	+13%	+$48.7K	0.08%	108
2022 Q1	$354K	Buy	4,843 +699	+17%	+$46.9K	0.06%	127
2021 Q4	$258K	Sell	4,144 -1,041	-20%	-$61.1K	0.05%	156
2021 Q3	$307K	Buy	5,185 +665	+15%	+$43.8K	0.07%	128
2021 Q2	$302K	Buy	4,520 +861	+24%	+$56.1K	0.07%	127
2021 Q1	$231K	Buy	3,659 +48	+1%	+$2.99K	0.07%	140
2020 Q4	$224K	Buy	+3,611	New	+$222K	0.08%	136

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

PDS Planning's BMY Position: Q1 2026 in Review

PDS Planning increased its Bristol-Myers Squibb (BMY) stake by 7.1% in Q1 2026, buying an estimated $27K and bringing the position to 7,016 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #301.

PDS Planning first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $504K in Q1 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

PDS Planning held 7,016 shares of Bristol-Myers Squibb worth $426K as of Q1 2026.
PDS Planning bought 464 Bristol-Myers Squibb shares in Q1 2026, an estimated $27K.
Bristol-Myers Squibb made up 0.03% of PDS Planning's portfolio in Q1 2026, its #301 holding.
PDS Planning first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
PDS Planning's Bristol-Myers Squibb position peaked at $504K in Q1 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.