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Pinnacle Wealth Planning Services’s Bristol-Myers Squibb BMY Stock Holding History

Pinnacle Wealth Planning Services’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 		$400K Buy
6,593
+193
+3% +$11.3K 0.04% 259
2025
Q4 		$345K Sell
6,400
-218
-3% -$10.5K 0.04% 286
2025
Q3 		$298K Buy
+6,618
New +$309K 0.04% 316
2025
Q2 		– Sell
-5,368
Closed -$327K – 458
2025
Q1 		$327K Buy
5,368
+854
+19% +$49.8K 0.05% 238
2024
Q4 		$255K Buy
4,514
+349
+8% +$19.5K 0.04% 297
2024
Q3 		$215K Buy
+4,165
New +$195K 0.03% 440
2024
Q1 		– Sell
-4,422
Closed -$227K – 516
2023
Q4 		$227K Sell
4,422
-4,588
-51% -$241K 0.04% 355
2023
Q3 		$523K Sell
9,010
-2,437
-21% -$149K 0.09% 150
2023
Q2 		$732K Sell
11,447
-2,002
-15% -$134K 0.12% 114
2023
Q1 		$932K Buy
13,449
+892
+7% +$62.9K 0.15% 102
2022
Q4 		$903K Buy
12,557
+1,651
+15% +$124K 0.16% 92
2022
Q3 		$776K Sell
10,906
-1,903
-15% -$138K 0.14% 95
2022
Q2 		$986K Buy
12,809
+1,736
+16% +$132K 0.18% 89
2022
Q1 		$809K Buy
11,073
+4,203
+61% +$282K 0.15% 111
2021
Q4 		$428K Sell
6,870
-3,204
-32% -$188K 0.08% 188
2021
Q3 		$596K Buy
10,074
+1,750
+21% +$115K 0.13% 120
2021
Q2 		$556K Buy
8,324
+293
+4% +$19.1K 0.13% 122
2021
Q1 		$507K Buy
8,031
+242
+3% +$15.1K 0.13% 126
2020
Q4 		$483K Buy
7,789
+400
+5% +$24.6K 0.12% 120
2020
Q3 		$445K Buy
7,389
+2,020
+38% +$122K 0.15% 110
2020
Q2 		$316K Sell
5,369
-1,714
-24% -$103K 0.1% 153
2020
Q1 		$393K Buy
7,083
+1,799
+34% +$110K 0.19% 107
2019
Q4 		$339K Buy
+5,284
New +$303K 0.16% 136
2018
Q4 		– Sell
-3,734
Closed -$231K – 153
2018
Q3 		$231K Buy
+3,734
New +$222K 0.21% 150
2018
Q2 		– Sell
-3,243
Closed -$205K – 182
2018
Q1 		$205K Buy
+3,243
New +$209K 0.21% 161

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

Pinnacle Wealth Planning Services's BMY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Bristol-Myers Squibb (BMY) stake by 3% in Q1 2026, buying an estimated $11.3K and bringing the position to 6,593 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #259.

Pinnacle Wealth Planning Services first reported a position in BMY in Q1 2018 and has held it in 25 quarters since. The position peaked at $986K in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,593 shares of Bristol-Myers Squibb worth $400K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 193 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.3K.
  • Bristol-Myers Squibb made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #259 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Bristol-Myers Squibb position peaked at $986K in Q2 2022.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.