Powell Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Powell Investment Advisors’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	$525K	Hold	8,653	–	–	0.18%	78
2025 Q4	$467K	Hold	8,653	–	–	0.16%	87
2025 Q3	$390K	Hold	8,653	–	–	0.14%	95
2025 Q2	$401K	Hold	8,653	–	–	0.15%	88
2025 Q1	$528K	Hold	8,653	–	–	0.26%	58
2024 Q4	$489K	Hold	8,653	–	–	0.23%	69
2024 Q3	$448K	Hold	8,653	–	–	0.21%	69
2024 Q2	$359K	Hold	8,653	–	–	0.19%	76
2024 Q1	$469K	Hold	8,653	–	–	0.25%	66
2023 Q4	$444K	Hold	8,653	–	–	0.25%	65
2023 Q3	$502K	Hold	8,653	–	–	0.3%	57
2023 Q2	$553K	Hold	8,653	–	–	0.32%	53
2023 Q1	$600K	Hold	8,653	–	–	0.33%	51
2022 Q4	$623K	Hold	8,653	–	–	0.36%	49
2022 Q3	$615K	Buy	8,653 +2,580	+42%	+$187K	0.4%	42
2022 Q2	$471K	Hold	6,073	–	–	0.29%	55
2022 Q1	$447K	Hold	6,073	–	–	0.26%	60
2021 Q4	$379K	Hold	6,073	–	–	0.22%	62
2021 Q3	$362K	Hold	6,073	–	–	0.22%	60
2021 Q2	$406K	Sell	6,073 -157	-3%	-$10.2K	0.25%	55
2021 Q1	$396K	Sell	6,230 -314	-5%	-$19.5K	0.26%	53
2020 Q4	$409K	Hold	6,544	–	–	0.31%	46
2020 Q3	$395K	Hold	6,544	–	–	0.34%	45
2020 Q2	$385K	Hold	6,544	–	–	0.37%	46
2020 Q1	$365K	Hold	6,544	–	–	0.44%	48
2019 Q4	$420K	Buy	+6,544	New	+$375K	0.44%	50

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Powell Investment Advisors's BMY Position: Q1 2026 in Review

Powell Investment Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 8,653 shares worth $525K. The position accounts for 0.18% of the portfolio, ranked #78.

Powell Investment Advisors first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $623K in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Powell Investment Advisors held 8,653 shares of Bristol-Myers Squibb worth $525K as of Q1 2026.
Powell Investment Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.18% of Powell Investment Advisors's portfolio in Q1 2026, its #78 holding.
Powell Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
Powell Investment Advisors's Bristol-Myers Squibb position peaked at $623K in Q4 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.