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Pinney & Scofield’s Bristol-Myers Squibb BMY Stock Holding History

Pinney & Scofield’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 		$27.3K Hold
450
– – 0.01% 145
2025
Q4 		$24.3K Hold
450
– – 0.01% 143
2025
Q3 		$20.3K Hold
450
– – 0.01% 147
2025
Q2 		$20.8K Hold
450
– – 0.01% 147
2025
Q1 		$27.4K Hold
450
– – 0.02% 124
2024
Q4 		$25.5K Buy
+450
New +$25.1K 0.02% 132

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

Pinney & Scofield's BMY Position: Q1 2026 in Review

Pinney & Scofield held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 450 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #145.

Pinney & Scofield first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.4K in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Pinney & Scofield held 450 shares of Bristol-Myers Squibb worth $27.3K as of Q1 2026.
  • Pinney & Scofield left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #145 holding.
  • Pinney & Scofield first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Bristol-Myers Squibb position peaked at $27.4K in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.