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

Quotient 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
2026 Q1	$619K	Buy	10,199 +2,391	+31%	+$139K	0.02%	165
2025 Q4	$421K	Buy	7,808 +26	+0.3%	+$1.25K	0.01%	222
2025 Q3	$351K	Sell	7,782 -1,766	-18%	-$82.5K	0.01%	249
2025 Q2	$442K	Sell	9,548 -2,769	-22%	-$136K	0.01%	204
2025 Q1	$751K	Buy	12,317 +3,668	+42%	+$214K	0.02%	134
2024 Q4	$489K	Buy	8,649 +4,290	+98%	+$240K	0.02%	178
2024 Q3	$226K	Buy	+4,359	New	+$204K	0.01%	294

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

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

Quotient Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, buying an estimated $139K and bringing the position to 10,199 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #165.

Quotient Wealth Partners first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. The position peaked at $751K in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Quotient Wealth Partners held 10,199 shares of Bristol-Myers Squibb worth $619K as of Q1 2026.
Quotient Wealth Partners bought 2,391 Bristol-Myers Squibb shares in Q1 2026, an estimated $139K.
Bristol-Myers Squibb made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #165 holding.
Quotient Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
Quotient Wealth Partners's Bristol-Myers Squibb position peaked at $751K in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.