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

Quadcap Wealth 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	$1.13M	Buy	18,578 +6,824	+58%	+$398K	0.13%	149
2025 Q4	$634K	Sell	11,754 -621	-5%	-$29.9K	0.07%	225
2025 Q3	$558K	Sell	12,375 -209	-2%	-$9.76K	0.07%	246
2025 Q2	$582K	Sell	12,584 -773	-6%	-$37.9K	0.07%	233
2025 Q1	$815K	Sell	13,357 -6,228	-32%	-$363K	0.12%	161
2024 Q4	$1.11M	Buy	19,585 +5,742	+41%	+$321K	0.16%	121
2024 Q3	$716K	Sell	13,843 -771	-5%	-$36.2K	0.11%	190
2024 Q2	$607K	Sell	14,614 -236	-2%	-$10.6K	0.11%	206
2024 Q1	$805K	Sell	14,850 -1,995	-12%	-$102K	0.18%	129
2023 Q4	$864K	Buy	+16,845	New	+$884K	0.22%	123

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

Quadcap Wealth Management's BMY Position: Q1 2026 in Review

Quadcap Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 58% in Q1 2026, buying an estimated $398K and bringing the position to 18,578 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #149.

Quadcap Wealth Management first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Quadcap Wealth Management held 18,578 shares of Bristol-Myers Squibb worth $1.13M as of Q1 2026.
Quadcap Wealth Management bought 6,824 Bristol-Myers Squibb shares in Q1 2026, an estimated $398K.
Bristol-Myers Squibb made up 0.13% of Quadcap Wealth Management's portfolio in Q1 2026, its #149 holding.
Quadcap Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.