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Richard W. Paul & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Richard W. Paul & Associates’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 		$902K Sell
14,875
-240
-2% -$14K 0.3% 89
2025
Q4 		$815K Buy
15,115
+1,196
+9% +$57.5K 0.27% 96
2025
Q3 		$628K Buy
13,919
+426
+3% +$19.9K 0.21% 107
2025
Q2 		$625K Buy
13,493
+2,049
+18% +$101K 0.23% 104
2025
Q1 		$698K Sell
11,444
-133
-1% -$7.75K 0.27% 93
2024
Q4 		$655K Sell
11,577
-3,488
-23% -$195K 0.24% 107
2024
Q3 		$779K Sell
15,065
-211
-1% -$9.9K 0.28% 99
2024
Q2 		$634K Buy
15,276
+625
+4% +$28K 0.24% 106
2024
Q1 		$795K Buy
14,651
+2,860
+24% +$146K 0.32% 83
2023
Q4 		$605K Buy
11,791
+3,973
+51% +$209K 0.25% 102
2023
Q3 		$454K Sell
7,818
-3,369
-30% -$206K 0.21% 110
2023
Q2 		$715K Buy
11,187
+405
+4% +$27.2K 0.31% 91
2023
Q1 		$747K Buy
10,782
+5,598
+108% +$395K 0.34% 82
2022
Q4 		$373K Buy
+5,184
New +$391K 0.19% 121

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

Richard W. Paul & Associates's BMY Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its Bristol-Myers Squibb (BMY) stake by 1.6% in Q1 2026, selling an estimated $14K and leaving 14,875 shares worth $902K. The position accounts for 0.3% of the portfolio, ranked #89.

Richard W. Paul & Associates 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.

  • Richard W. Paul & Associates held 14,875 shares of Bristol-Myers Squibb worth $902K as of Q1 2026.
  • Richard W. Paul & Associates sold 240 Bristol-Myers Squibb shares in Q1 2026, an estimated $14K.
  • Bristol-Myers Squibb made up 0.3% of Richard W. Paul & Associates's portfolio in Q1 2026, its #89 holding.
  • Richard W. Paul & Associates 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 Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.