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Principal Securities’s Bristol-Myers Squibb BMY Stock Holding History

Principal Securities’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 		$3.79M Buy
62,512
+5,585
+10% +$326K 0.06% 319
2025
Q4 		$3.07M Buy
56,927
+11,378
+25% +$547K 0.05% 340
2025
Q3 		$2.05M Buy
45,549
+1,167
+3% +$54.5K 0.03% 453
2025
Q2 		$2.05M Sell
44,382
-551
-1% -$27K 0.04% 404
2025
Q1 		$2.54M Buy
44,933
+133
+0.3% +$7.75K 0.06% 298
2024
Q4 		$2.53M Buy
44,800
+7,204
+19% +$403K 0.06% 298
2024
Q3 		$1.95M Buy
37,596
+9,652
+35% +$453K 0.05% 357
2024
Q2 		$1.16M Buy
27,944
+3,171
+13% +$142K 0.03% 445
2024
Q1 		$1.34M Buy
24,773
+2,572
+12% +$131K 0.04% 378
2023
Q4 		$1.14M Buy
+22,201
New +$1.17M 0.04% 375

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

Principal Securities's BMY Position: Q1 2026 in Review

Principal Securities increased its Bristol-Myers Squibb (BMY) stake by 9.8% in Q1 2026, buying an estimated $326K and bringing the position to 62,512 shares worth $3.79M. The position accounts for 0.06% of the portfolio, ranked #319.

Principal Securities first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Principal Securities held 62,512 shares of Bristol-Myers Squibb worth $3.79M as of Q1 2026.
  • Principal Securities bought 5,585 Bristol-Myers Squibb shares in Q1 2026, an estimated $326K.
  • Bristol-Myers Squibb made up 0.06% of Principal Securities's portfolio in Q1 2026, its #319 holding.
  • Principal Securities first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.