RFS
BMY icon

Richardson Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Richardson Financial Services’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 		$33.4K Buy
550
+110
+25% +$6.41K 0.02% 359
2025
Q4 		$23.7K Buy
440
+10
+2% +$481 0.01% 388
2025
Q3 		$19.4K Buy
430
+100
+30% +$4.67K 0.01% 379
2025
Q2 		$15.7K Sell
330
-508
-61% -$24.9K 0.01% 360
2025
Q1 		$51.1K Sell
838
-4
-0.5% -$233 0.04% 242
2024
Q4 		$47.2K Buy
+842
New +$47K 0.03% 260
2024
Q2 		– Sell
-25
Closed -$1.08K – 592
2024
Q1 		$1.08K Buy
+25
New +$1.27K ﹤0.01% 541

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

Richardson Financial Services's BMY Position: Q1 2026 in Review

Richardson Financial Services increased its Bristol-Myers Squibb (BMY) stake by 25% in Q1 2026, buying an estimated $6.41K and bringing the position to 550 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #359.

Richardson Financial Services first reported a position in BMY in Q1 2024 and has held it in 7 quarters since. The position peaked at $51.1K in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Richardson Financial Services held 550 shares of Bristol-Myers Squibb worth $33.4K as of Q1 2026.
  • Richardson Financial Services bought 110 Bristol-Myers Squibb shares in Q1 2026, an estimated $6.41K.
  • Bristol-Myers Squibb made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #359 holding.
  • Richardson Financial Services first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's Bristol-Myers Squibb position peaked at $51.1K in Q1 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.