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

Redwood Wealth Management 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 		$877K Sell
14,456
-214
-1% -$12.5K 0.38% 58
2025
Q4 		$791K Buy
14,670
+1,150
+9% +$55.3K 0.33% 62
2025
Q3 		$610K Sell
13,520
-532
-4% -$24.8K 0.26% 80
2025
Q2 		$650K Buy
14,052
+101
+0.7% +$4.96K 0.29% 72
2025
Q1 		$851K Buy
13,951
+688
+5% +$40.1K 0.43% 55
2024
Q4 		$749K Buy
13,263
+197
+2% +$11K 0.37% 62
2024
Q3 		$676K Buy
13,066
+242
+2% +$11.4K 0.34% 65
2024
Q2 		$533K Buy
12,824
+73
+0.6% +$3.27K 0.4% 52
2024
Q1 		$691K Buy
12,751
+123
+1% +$6.27K 0.73% 35
2023
Q4 		$648K Buy
12,628
+2,247
+22% +$118K 0.72% 36
2023
Q3 		$603K Sell
10,381
-1,135
-10% -$69.5K 0.7% 40
2023
Q2 		$736K Sell
11,516
-481
-4% -$32.3K 0.82% 33
2023
Q1 		$832K Buy
11,997
+18
+0.2% +$1.27K 0.94% 25
2022
Q4 		$862K Buy
+11,979
New +$903K 1.08% 24

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

Redwood Wealth Management Group's BMY Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Bristol-Myers Squibb (BMY) stake by 1.5% in Q1 2026, selling an estimated $12.5K and leaving 14,456 shares worth $877K. The position accounts for 0.38% of the portfolio, ranked #58.

Redwood Wealth Management Group first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Redwood Wealth Management Group held 14,456 shares of Bristol-Myers Squibb worth $877K as of Q1 2026.
  • Redwood Wealth Management Group sold 214 Bristol-Myers Squibb shares in Q1 2026, an estimated $12.5K.
  • Bristol-Myers Squibb made up 0.38% of Redwood Wealth Management Group's portfolio in Q1 2026, its #58 holding.
  • Redwood Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.