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

Private 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
2019
Q4 		– Sell
-7,500
Closed -$1K – 126
2019
Q3 		$1K Hold
7,500
– – ﹤0.01% 122
2019
Q2 		$6K Buy
+7,500
New +$349K ﹤0.01% 125

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

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

Private Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 5,600 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #141.

Private Wealth Partners first reported a position in BMY in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.54M in Q4 2014. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Private Wealth Partners held 5,600 shares of Bristol-Myers Squibb worth $340K as of Q1 2026.
  • Private Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.03% of Private Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Private Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 41 quarters since.
  • Private Wealth Partners's Bristol-Myers Squibb position peaked at $1.54M in Q4 2014.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.