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

Principle 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 		$757K Hold
12,485
– – 0.04% 194
2025
Q4 		$673K Buy
12,485
+600
+5% +$28.9K 0.04% 202
2025
Q3 		$536K Sell
11,885
-1,295
-10% -$60.5K 0.03% 229
2025
Q2 		$610K Sell
13,180
-814
-6% -$40K 0.04% 214
2025
Q1 		$853K Sell
13,994
-601
-4% -$35K 0.06% 170
2024
Q4 		$825K Buy
14,595
+52
+0.4% +$2.9K 0.06% 172
2024
Q3 		$752K Buy
14,543
+610
+4% +$28.6K 0.05% 183
2024
Q2 		$579K Buy
13,933
+4,725
+51% +$211K 0.04% 201
2024
Q1 		$499K Buy
9,208
+1,239
+16% +$63.1K 0.04% 223
2023
Q4 		$409K Sell
7,969
-2,555
-24% -$134K 0.04% 231
2023
Q3 		$611K Sell
10,524
-2,368
-18% -$145K 0.06% 184
2023
Q2 		$824K Sell
12,892
-510
-4% -$34.2K 0.08% 151
2023
Q1 		$929K Buy
13,402
+715
+6% +$50.4K 0.1% 143
2022
Q4 		$913K Sell
12,687
-11
-0.1% -$829 0.1% 139
2022
Q3 		$903 Sell
12,698
-832
-6% -$60.4K 0.09% 127
2022
Q2 		$1.04M Hold
13,530
– – 0.13% 129
2022
Q1 		$988K Buy
13,530
+377
+3% +$25.3K 0.1% 139
2021
Q4 		$820K Sell
13,153
-924
-7% -$54.2K 0.09% 155
2021
Q3 		$833K Sell
14,077
-1,915
-12% -$126K 0.1% 145
2021
Q2 		$1.07M Sell
15,992
-6,920
-30% -$451K 0.12% 125
2021
Q1 		$1.45M Sell
22,912
-350
-2% -$21.8K 0.17% 104
2020
Q4 		$1.44M Buy
23,262
+13,930
+149% +$857K 0.19% 100
2020
Q3 		$563K Sell
9,332
-279
-3% -$16.8K 0.16% 78
2020
Q2 		$565K Hold
9,611
– – 0.17% 78
2020
Q1 		$536K Sell
9,611
-2,998
-24% -$183K 0.2% 74
2019
Q4 		$809K Buy
12,609
+7,897
+168% +$452K 0.26% 65
2019
Q3 		$239K Buy
+4,712
New +$221K 0.08% 146
2019
Q1 		– Sell
-5,747
Closed -$299K – 129
2018
Q4 		$299K Buy
+5,747
New +$309K 0.25% 86

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

Principle Wealth Partners's BMY Position: Q1 2026 in Review

Principle Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 12,485 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #194.

Principle Wealth Partners first reported a position in BMY in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.45M in Q1 2021. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Principle Wealth Partners held 12,485 shares of Bristol-Myers Squibb worth $757K as of Q1 2026.
  • Principle Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #194 holding.
  • Principle Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 28 quarters since.
  • Principle Wealth Partners's Bristol-Myers Squibb position peaked at $1.45M in Q1 2021.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.