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Phillips Wealth Planners’s Bristol-Myers Squibb BMY Stock Holding History

Phillips Wealth Planners’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 		– Sell
-5,120
Closed -$279K – 213
2025
Q4 		$279K Sell
5,120
-820
-14% -$39.4K 0.22% 156
2025
Q3 		$268K Sell
5,940
-1,595
-21% -$74.5K 0.22% 157
2025
Q2 		$354K Sell
7,535
-3,324
-31% -$163K 0.32% 106
2025
Q1 		$551K Sell
10,859
-914
-8% -$53.3K 0.58% 54
2024
Q4 		$657K Buy
11,773
+42
+0.4% +$2.35K 0.66% 43
2024
Q3 		$626K Buy
11,731
+702
+6% +$32.9K 0.6% 47
2024
Q2 		$454K Buy
11,029
+649
+6% +$29K 0.48% 73
2024
Q1 		$501K Buy
10,380
+3,465
+50% +$177K 0.58% 52
2023
Q4 		$346K Sell
6,915
-3,062
-31% -$161K 0.42% 84
2023
Q3 		$564K Buy
9,977
+730
+8% +$44.7K 0.76% 40
2023
Q2 		$591K Buy
9,247
+2,993
+48% +$201K 0.78% 43
2023
Q1 		$428K Sell
6,254
-6
-0.1% -$423 0.57% 60
2022
Q4 		$458K Buy
+6,260
New +$472K 0.8% 43

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

Phillips Wealth Planners's BMY Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 5,120 shares — an estimated $279K sold.

Phillips Wealth Planners first reported a position in BMY in Q4 2022 and held it in 13 quarters. The position peaked at $657K in Q4 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Phillips Wealth Planners reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 5,120 Bristol-Myers Squibb shares in Q1 2026, an estimated $279K.
  • Phillips Wealth Planners first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 13 quarters.
  • Phillips Wealth Planners's Bristol-Myers Squibb position peaked at $657K in Q4 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.