PCS
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Personal CFO Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Personal CFO Solutions’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 		$1.19M Sell
19,653
-5,345
-21% -$312K 0.17% 107
2025
Q4 		$1.35M Sell
24,998
-2,817
-10% -$136K 0.21% 84
2025
Q3 		$1.25M Sell
27,815
-328
-1% -$15.3K 0.22% 87
2025
Q2 		$1.3M Sell
28,143
-4,996
-15% -$245K 0.24% 81
2025
Q1 		$2.02M Sell
33,139
-4,833
-13% -$282K 0.41% 45
2024
Q4 		$2.15M Buy
37,972
+15,389
+68% +$860K 0.42% 43
2024
Q3 		$1.17M Sell
22,583
-5,899
-21% -$277K 0.16% 120
2024
Q2 		$1.18M Buy
28,482
+6,731
+31% +$301K 0.18% 105
2024
Q1 		$1.18M Buy
21,751
+553
+3% +$28.2K 0.18% 107
2023
Q4 		$1.09M Buy
21,198
+7,006
+49% +$368K 0.19% 104
2023
Q3 		$824K Buy
14,192
+342
+2% +$21K 0.16% 122
2023
Q2 		$886K Sell
13,850
-403
-3% -$27K 0.18% 114
2023
Q1 		$988K Sell
14,253
-629
-4% -$44.4K 0.2% 91
2022
Q4 		$1.07M Buy
14,882
+994
+7% +$74.9K 0.23% 81
2022
Q3 		$987K Sell
13,888
-727
-5% -$52.7K 0.25% 75
2022
Q2 		$1.13M Sell
14,615
-1,491
-9% -$114K 0.26% 64
2022
Q1 		$1.18M Sell
16,106
-1,793
-10% -$120K 0.23% 89
2021
Q4 		$1.12M Sell
17,899
-4,662
-21% -$273K 0.21% 102
2021
Q3 		$1.33M Buy
22,561
+5,220
+30% +$344K 0.27% 74
2021
Q2 		$1.16M Buy
17,341
+173
+1% +$11.3K 0.24% 81
2021
Q1 		$1.08M Buy
17,168
+658
+4% +$40.9K 0.23% 85
2020
Q4 		$1.02M Buy
16,510
+1,186
+8% +$72.9K 0.25% 91
2020
Q3 		$1K Buy
15,324
+1,580
+11% +$95.1K 0.33% 62
2020
Q2 		$808K Sell
13,744
-4,217
-23% -$252K 0.24% 86
2020
Q1 		$1M Sell
17,961
-12,028
-40% -$735K 0.36% 61
2019
Q4 		$1.92M Sell
29,989
-4,317
-13% -$247K 0.55% 31
2019
Q3 		$1.74M Buy
+34,306
New +$1.61M 0.69% 22

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

Personal CFO Solutions's BMY Position: Q1 2026 in Review

Personal CFO Solutions reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q1 2026, selling an estimated $312K and leaving 19,653 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #107.

Personal CFO Solutions first reported a position in BMY in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q4 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Personal CFO Solutions held 19,653 shares of Bristol-Myers Squibb worth $1.19M as of Q1 2026.
  • Personal CFO Solutions sold 5,345 Bristol-Myers Squibb shares in Q1 2026, an estimated $312K.
  • Bristol-Myers Squibb made up 0.17% of Personal CFO Solutions's portfolio in Q1 2026, its #107 holding.
  • Personal CFO Solutions first reported a position in Bristol-Myers Squibb in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Bristol-Myers Squibb position peaked at $2.15M in Q4 2024.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.