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Plan Group Financial’s Bristol-Myers Squibb BMY Stock Holding History

Plan Group Financial’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 		$607K Buy
10,009
+1,049
+12% +$61.2K 0.14% 117
2025
Q4 		$483K Buy
8,960
+4,417
+97% +$212K 0.13% 120
2025
Q3 		$205K Buy
+4,543
New +$212K 0.06% 176

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

Plan Group Financial's BMY Position: Q1 2026 in Review

Plan Group Financial increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $61.2K and bringing the position to 10,009 shares worth $607K. The position accounts for 0.14% of the portfolio, ranked #117.

Plan Group Financial first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Plan Group Financial held 10,009 shares of Bristol-Myers Squibb worth $607K as of Q1 2026.
  • Plan Group Financial bought 1,049 Bristol-Myers Squibb shares in Q1 2026, an estimated $61.2K.
  • Bristol-Myers Squibb made up 0.14% of Plan Group Financial's portfolio in Q1 2026, its #117 holding.
  • Plan Group Financial first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.