Private Wealth Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Private Wealth Asset Management’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	$1.06M	Buy	17,470 +390	+2%	+$22.7K	0.11%	122
2025 Q4	$921K	Hold	17,080	–	–	0.1%	129
2025 Q3	$770K	Sell	17,080 -5,280	-24%	-$247K	0.09%	130
2025 Q2	$1.04M	Sell	22,360 -255	-1%	-$12.5K	0.14%	112
2025 Q1	$1.38M	Buy	+22,615	New	+$1.32M	0.2%	87

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

Private Wealth Asset Management's BMY Position: Q1 2026 in Review

Private Wealth Asset Management increased its Bristol-Myers Squibb (BMY) stake by 2.3% in Q1 2026, buying an estimated $22.7K and bringing the position to 17,470 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #122.

Private Wealth Asset Management first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Private Wealth Asset Management held 17,470 shares of Bristol-Myers Squibb worth $1.06M as of Q1 2026.
Private Wealth Asset Management bought 390 Bristol-Myers Squibb shares in Q1 2026, an estimated $22.7K.
Bristol-Myers Squibb made up 0.11% of Private Wealth Asset Management's portfolio in Q1 2026, its #122 holding.
Private Wealth Asset Management first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Bristol-Myers Squibb position peaked at $1.38M in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.