Prestige Wealth Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Prestige Wealth Management Group’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	$1.39M	Sell	22,896 -792	-3%	-$46.2K	0.27%	51
2025 Q4	$1.28M	Buy	23,688 +5,950	+34%	+$286K	0.24%	58
2025 Q3	$800K	Sell	17,738 -63	-0.4%	-$2.94K	0.15%	73
2025 Q2	$824K	Sell	17,801 -10,484	-37%	-$515K	0.17%	70
2025 Q1	$1.73M	Sell	28,285 -493	-2%	-$28.7K	0.37%	43
2024 Q4	$1.63M	Buy	28,778 +403	+1%	+$22.5K	0.34%	49
2024 Q3	$1.47M	Buy	28,375 +6,670	+31%	+$313K	0.3%	49
2024 Q2	$901K	Buy	21,705 +995	+5%	+$44.5K	0.19%	59
2024 Q1	$1.12M	Buy	20,710 +24	+0.1%	+$1.22K	0.24%	55
2023 Q4	$1.06M	Buy	20,686 +806	+4%	+$42.3K	0.24%	52
2023 Q3	$1.15M	Buy	19,880 +152	+0.8%	+$9.31K	0.28%	49
2023 Q2	$1.26M	Sell	19,728 -7,267	-27%	-$487K	0.3%	46
2023 Q1	$1.87M	Buy	26,995 +6,010	+29%	+$424K	0.47%	39
2022 Q4	$1.51M	Sell	20,985 -4,600	-18%	-$347K	0.39%	40
2022 Q3	$1.82M	Buy	25,585 +710	+3%	+$51.5K	0.51%	34
2022 Q2	$1.93M	Buy	24,875 +521	+2%	+$39.7K	0.52%	35
2022 Q1	$1.78M	Buy	24,354 +5,291	+28%	+$355K	0.44%	38
2021 Q4	$1.19M	Buy	19,063 +181	+1%	+$10.6K	0.28%	43
2021 Q3	$1.12M	Buy	18,882 +3,083	+20%	+$203K	0.29%	39
2021 Q2	$1.05M	Sell	15,799 -1,612	-9%	-$105K	0.28%	39
2021 Q1	$1.1M	Buy	17,411 +80	+0.5%	+$4.98K	0.3%	42
2020 Q4	$1.07M	Sell	17,331 -156	-0.9%	-$9.59K	0.29%	41
2020 Q3	$1.05M	Buy	17,487 +551	+3%	+$33.2K	0.32%	39
2020 Q2	$996K	Sell	16,936 -331	-2%	-$19.8K	0.35%	29
2020 Q1	$962K	Buy	17,267 +345	+2%	+$21.1K	0.41%	27
2019 Q4	$1.09M	Buy	16,922 +255	+2%	+$14.6K	0.59%	29
2019 Q3	$845K	Sell	16,667 -198	-1%	-$9.31K	0.49%	33
2019 Q2	$764K	Buy	16,865 +478	+3%	+$22.3K	0.46%	34
2019 Q1	$782K	Sell	16,387 -108	-0.7%	-$5.38K	0.48%	38
2018 Q4	$857K	Buy	+16,495	New	+$886K	0.63%	33

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

Prestige Wealth Management Group's BMY Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Bristol-Myers Squibb (BMY) stake by 3.3% in Q1 2026, selling an estimated $46.2K and leaving 22,896 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #51.

Prestige Wealth Management Group first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.93M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Prestige Wealth Management Group held 22,896 shares of Bristol-Myers Squibb worth $1.39M as of Q1 2026.
Prestige Wealth Management Group sold 792 Bristol-Myers Squibb shares in Q1 2026, an estimated $46.2K.
Bristol-Myers Squibb made up 0.27% of Prestige Wealth Management Group's portfolio in Q1 2026, its #51 holding.
Prestige Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's Bristol-Myers Squibb position peaked at $1.93M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.