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Prosperity Consulting Group’s Bristol-Myers Squibb BMY Stock Holding History

Prosperity Consulting 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 		$470K Sell
7,757
-391
-5% -$22.8K 0.02% 363
2025
Q4 		$440K Buy
8,148
+455
+6% +$21.9K 0.02% 376
2025
Q3 		$347K Sell
7,693
-145
-2% -$6.77K 0.02% 395
2025
Q2 		$363K Sell
7,838
-361
-4% -$17.7K 0.03% 347
2025
Q1 		$500K Sell
8,199
-2,286
-22% -$133K 0.04% 303
2024
Q4 		$593K Sell
10,485
-925
-8% -$51.7K 0.04% 290
2024
Q3 		$590K Buy
11,410
+3,224
+39% +$151K 0.05% 295
2024
Q2 		$340K Sell
8,186
-2,593
-24% -$116K 0.05% 239
2024
Q1 		$585K Buy
10,779
+1,049
+11% +$53.4K 0.07% 176
2023
Q4 		$499K Sell
9,730
-403
-4% -$21.2K 0.17% 107
2023
Q3 		$588K Buy
10,133
+835
+9% +$51.2K 0.27% 81
2023
Q2 		$595K Sell
9,298
-929
-9% -$62.3K 0.37% 61
2023
Q1 		$709K Sell
10,227
-8,739
-46% -$616K 0.45% 53
2022
Q4 		$1.36M Buy
18,966
+35
+0.2% +$2.64K 0.91% 32
2022
Q3 		$1.35M Sell
18,931
-533
-3% -$38.7K 1.1% 26
2022
Q2 		$1.5M Sell
19,464
-725
-4% -$55.2K 1.3% 26
2022
Q1 		$1.47M Sell
20,189
-460
-2% -$30.9K 1.09% 26
2021
Q4 		$1.34M Buy
+20,649
New +$1.21M 1% 27

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

Prosperity Consulting Group's BMY Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Bristol-Myers Squibb (BMY) stake by 4.8% in Q1 2026, selling an estimated $22.8K and leaving 7,757 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #363.

Prosperity Consulting Group first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Prosperity Consulting Group held 7,757 shares of Bristol-Myers Squibb worth $470K as of Q1 2026.
  • Prosperity Consulting Group sold 391 Bristol-Myers Squibb shares in Q1 2026, an estimated $22.8K.
  • Bristol-Myers Squibb made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #363 holding.
  • Prosperity Consulting Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Bristol-Myers Squibb position peaked at $1.5M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.