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Retirement Planning Group (Kansas)’s Bristol-Myers Squibb BMY Stock Holding History

Retirement Planning Group (Kansas)’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 		$394K Buy
6,497
+561
+9% +$32.7K 0.01% 348
2025
Q4 		$320K Buy
5,936
+830
+16% +$39.9K 0.01% 326
2025
Q3 		$230K Buy
+5,106
New +$238K 0.01% 372

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

Retirement Planning Group (Kansas)'s BMY Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Bristol-Myers Squibb (BMY) stake by 9.5% in Q1 2026, buying an estimated $32.7K and bringing the position to 6,497 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #348.

Retirement Planning Group (Kansas) first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Retirement Planning Group (Kansas) held 6,497 shares of Bristol-Myers Squibb worth $394K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 561 Bristol-Myers Squibb shares in Q1 2026, an estimated $32.7K.
  • Bristol-Myers Squibb made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #348 holding.
  • Retirement Planning Group (Kansas) first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.