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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
2024
Q3 		– Hold
0
– -$41.5K – 1035
2024
Q2 		– Hold
0
– – – 239
2024
Q1 		– Hold
0
– – – 91
2023
Q4 		– Hold
0
– – – 114

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

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.