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

Private 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	$61.7K	Hold	1,017	–	–	0.02%	169
2025 Q4	$54.9K	Sell	1,017 -10	-1%	-$481	0.01%	183
2025 Q3	$46.3K	Buy	1,027 +73	+8%	+$3.41K	0.01%	203
2025 Q2	$44.2K	Buy	954 +2	+0.2%	+$98	0.01%	186
2025 Q1	$58.1K	Hold	952	–	–	0.02%	150
2024 Q4	$53.8K	Sell	952 -100	-10%	-$5.59K	0.02%	158
2024 Q3	$54.4K	Sell	1,052 -22	-2%	-$1.03K	0.02%	152
2024 Q2	$44.6K	Sell	1,074 -297	-22%	-$13.3K	0.02%	166
2024 Q1	$74.3K	Sell	1,371 -1,638	-54%	-$83.4K	0.03%	119
2023 Q4	$154K	Buy	+3,009	New	+$158K	0.08%	76

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 Management Group's BMY Position: Q1 2026 in Review

Private Wealth Management Group held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 1,017 shares worth $61.7K. The position accounts for 0.02% of the portfolio, ranked #169.

Private Wealth Management Group first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $154K in Q4 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Private Wealth Management Group held 1,017 shares of Bristol-Myers Squibb worth $61.7K as of Q1 2026.
Private Wealth Management Group left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #169 holding.
Private Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Bristol-Myers Squibb position peaked at $154K in Q4 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.