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

Resurgent 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	$248K	Sell	4,094 -263	-6%	-$15.3K	0.09%	222
2025 Q4	$235K	Buy	+4,357	New	+$210K	0.12%	190
2025 Q2	–	Sell	-4,616	Closed	-$282K	–	191
2025 Q1	$282K	Sell	4,616 -698	-13%	-$40.7K	0.17%	145
2024 Q4	$301K	Buy	5,314 +931	+21%	+$52K	0.18%	138
2024 Q3	$227K	Sell	4,383 -1,685	-28%	-$79K	0.13%	166
2024 Q2	$252K	Buy	+6,068	New	+$272K	0.16%	152
2024 Q1	–	Sell	-3,489	Closed	-$179K	–	234
2023 Q4	$179K	Sell	3,489 -145	-4%	-$7.61K	0.11%	176
2023 Q3	$211K	Buy	3,634 +19	+0.5%	+$1.16K	0.14%	144
2023 Q2	$231K	Buy	3,615 +404	+13%	+$27.1K	0.15%	122
2023 Q1	$223K	Sell	3,211 -5,348	-62%	-$377K	0.15%	136
2022 Q4	$616K	Buy	8,559 +1,409	+20%	+$106K	0.32%	74
2022 Q3	$508K	Buy	7,150 +142	+2%	+$10.3K	0.34%	89
2022 Q2	$540K	Buy	7,008 +536	+8%	+$40.8K	0.35%	90
2022 Q1	$473K	Buy	6,472 +3,191	+97%	+$214K	0.29%	90
2021 Q4	$205K	Buy	+3,281	New	+$192K	0.16%	121

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

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

Resurgent Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 6% in Q1 2026, selling an estimated $15.3K and leaving 4,094 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #222.

Resurgent Financial Advisors first reported a position in BMY in Q4 2021 and has held it in 15 quarters since. The position peaked at $616K in Q4 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Resurgent Financial Advisors held 4,094 shares of Bristol-Myers Squibb worth $248K as of Q1 2026.
Resurgent Financial Advisors sold 263 Bristol-Myers Squibb shares in Q1 2026, an estimated $15.3K.
Bristol-Myers Squibb made up 0.09% of Resurgent Financial Advisors's portfolio in Q1 2026, its #222 holding.
Resurgent Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 15 quarters since.
Resurgent Financial Advisors's Bristol-Myers Squibb position peaked at $616K in Q4 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.