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RHS Financial’s Bristol-Myers Squibb BMY Stock Holding History

RHS Financial’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 		$754K Sell
12,438
-682
-5% -$39.8K 0.36% 60
2025
Q4 		$708K Buy
13,120
+229
+2% +$11K 0.35% 58
2025
Q3 		$581K Buy
12,891
+2,974
+30% +$139K 0.3% 62
2025
Q2 		$459K Buy
+9,917
New +$487K 0.26% 68

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

RHS Financial's BMY Position: Q1 2026 in Review

RHS Financial reduced its Bristol-Myers Squibb (BMY) stake by 5.2% in Q1 2026, selling an estimated $39.8K and leaving 12,438 shares worth $754K. The position accounts for 0.36% of the portfolio, ranked #60.

RHS Financial first reported a position in BMY in Q2 2025 and has held it in 4 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • RHS Financial held 12,438 shares of Bristol-Myers Squibb worth $754K as of Q1 2026.
  • RHS Financial sold 682 Bristol-Myers Squibb shares in Q1 2026, an estimated $39.8K.
  • Bristol-Myers Squibb made up 0.36% of RHS Financial's portfolio in Q1 2026, its #60 holding.
  • RHS Financial first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 4 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.