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Portfolio Design Labs’s Bristol-Myers Squibb BMY Stock Holding History

Portfolio Design Labs’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 		$742K Buy
12,242
+4,027
+49% +$235K 0.13% 151
2025
Q4 		$443K Buy
8,215
+1,291
+19% +$62.1K 0.07% 159
2025
Q3 		$312K Sell
6,924
-52,276
-88% -$2.44M 0.05% 168
2025
Q2 		$2.74M Buy
59,200
+8,779
+17% +$431K 0.54% 56
2025
Q1 		$3.08M Sell
50,421
-215
-0.4% -$12.5K 0.63% 54
2024
Q4 		$2.86M Buy
50,636
+12,930
+34% +$722K 0.59% 49
2024
Q3 		$1.95M Buy
+37,706
New +$1.77M 0.54% 59

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

Portfolio Design Labs's BMY Position: Q1 2026 in Review

Portfolio Design Labs increased its Bristol-Myers Squibb (BMY) stake by 49% in Q1 2026, buying an estimated $235K and bringing the position to 12,242 shares worth $742K. The position accounts for 0.13% of the portfolio, ranked #151.

Portfolio Design Labs first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.08M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Portfolio Design Labs held 12,242 shares of Bristol-Myers Squibb worth $742K as of Q1 2026.
  • Portfolio Design Labs bought 4,027 Bristol-Myers Squibb shares in Q1 2026, an estimated $235K.
  • Bristol-Myers Squibb made up 0.13% of Portfolio Design Labs's portfolio in Q1 2026, its #151 holding.
  • Portfolio Design Labs first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
  • Portfolio Design Labs's Bristol-Myers Squibb position peaked at $3.08M in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.