Premier Path Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Premier Path Wealth Partners’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	$1.81M	Sell	29,899 -663	-2%	-$38.6K	0.24%	96
2025 Q4	$1.65M	Sell	30,562 -2,569	-8%	-$124K	0.21%	99
2025 Q3	$1.49M	Sell	33,131 -458	-1%	-$21.4K	0.19%	114
2025 Q2	$1.55M	Buy	33,589 +113	+0.3%	+$5.55K	0.22%	108
2025 Q1	$2.04M	Buy	33,476 +88	+0.3%	+$5.13K	0.32%	75
2024 Q4	$1.89M	Buy	33,388 +1,868	+6%	+$104K	0.29%	80
2024 Q3	$1.63M	Buy	31,520 +2,903	+10%	+$136K	0.26%	95
2024 Q2	$1.19M	Buy	28,617 +24,860	+662%	+$1.11M	0.2%	125
2024 Q1	$204K	Sell	3,757 -307	-8%	-$15.6K	0.04%	333
2023 Q4	$209K	Buy	+4,064	New	+$213K	0.05%	322

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

Premier Path Wealth Partners's BMY Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 2.2% in Q1 2026, selling an estimated $38.6K and leaving 29,899 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #96.

Premier Path Wealth Partners first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Premier Path Wealth Partners held 29,899 shares of Bristol-Myers Squibb worth $1.81M as of Q1 2026.
Premier Path Wealth Partners sold 663 Bristol-Myers Squibb shares in Q1 2026, an estimated $38.6K.
Bristol-Myers Squibb made up 0.24% of Premier Path Wealth Partners's portfolio in Q1 2026, its #96 holding.
Premier Path Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Bristol-Myers Squibb position peaked at $2.04M in Q1 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.