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Pure Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pure Financial Advisors’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 		$1.22M Buy
20,175
+5,231
+35% +$305K 0.02% 203
2025
Q4 		$806K Buy
14,944
+2,627
+21% +$126K 0.01% 241
2025
Q3 		$555K Sell
12,317
-120
-1% -$5.6K 0.01% 289
2025
Q2 		$576K Buy
12,437
+3,263
+36% +$160K 0.01% 268
2025
Q1 		$560K Buy
9,174
+1,366
+17% +$79.6K 0.01% 225
2024
Q4 		$442K Buy
7,808
+2,538
+48% +$142K 0.01% 235
2024
Q3 		$273K Buy
5,270
+133
+3% +$6.24K 0.01% 286
2024
Q2 		$213K Sell
5,137
-176
-3% -$7.88K 0.01% 300
2024
Q1 		$288K Sell
5,313
-1,716
-24% -$87.4K 0.01% 259
2023
Q4 		$361K Buy
7,029
+1,299
+23% +$68.2K 0.01% 228
2023
Q3 		$333K Sell
5,730
-1,309
-19% -$80.2K 0.01% 206
2023
Q2 		$450K Sell
7,039
-658
-9% -$44.1K 0.02% 172
2023
Q1 		$533K Buy
7,697
+903
+13% +$63.7K 0.02% 158
2022
Q4 		$489K Sell
6,794
-358
-5% -$27K 0.03% 157
2022
Q3 		$508K Buy
7,152
+2,547
+55% +$185K 0.03% 150
2022
Q2 		$355K Buy
4,605
+96
+2% +$7.31K 0.02% 180
2022
Q1 		$329K Buy
4,509
+767
+20% +$51.5K 0.02% 173
2021
Q4 		$233K Buy
3,742
+184
+5% +$10.8K 0.01% 195
2021
Q3 		$211K Buy
3,558
+112
+3% +$7.38K 0.02% 183
2021
Q2 		$230K Sell
3,446
-70
-2% -$4.56K 0.02% 183
2021
Q1 		$222K Buy
3,516
+29
+0.8% +$1.8K 0.02% 177
2020
Q4 		$216K Hold
3,487
– – 0.03% 168
2020
Q3 		$210K Hold
3,487
– – 0.03% 148
2020
Q2 		$205K Buy
+3,487
New +$209K 0.03% 137
2020
Q1 		– Sell
-3,785
Closed -$243K – 130
2019
Q4 		$243K Buy
+3,785
New +$217K 0.04% 125
2018
Q4 		– Sell
-3,239
Closed -$201K – 149
2018
Q3 		$201K Buy
+3,239
New +$192K 0.04% 135

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

Pure Financial Advisors's BMY Position: Q1 2026 in Review

Pure Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 35% in Q1 2026, buying an estimated $305K and bringing the position to 20,175 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #203.

Pure Financial Advisors first reported a position in BMY in Q3 2018 and has held it in 26 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Pure Financial Advisors held 20,175 shares of Bristol-Myers Squibb worth $1.22M as of Q1 2026.
  • Pure Financial Advisors bought 5,231 Bristol-Myers Squibb shares in Q1 2026, an estimated $305K.
  • Bristol-Myers Squibb made up 0.02% of Pure Financial Advisors's portfolio in Q1 2026, its #203 holding.
  • Pure Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 26 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.