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Richwood Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Richwood Investment 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 		$643K Sell
10,597
-410
-4% -$23.9K 0.5% 48
2025
Q4 		$682K Sell
11,007
-880
-7% -$42.3K 0.49% 47
2025
Q3 		$536K Sell
11,887
-1,416
-11% -$66.1K 0.42% 54
2025
Q2 		$616K Buy
13,303
+225
+2% +$11K 0.51% 47
2025
Q1 		$798K Buy
13,078
+730
+6% +$42.6K 0.68% 36
2024
Q4 		$698K Buy
12,348
+750
+6% +$41.9K 0.58% 39
2024
Q3 		$600K Sell
11,598
-719
-6% -$33.7K 0.5% 51
2024
Q2 		$512K Sell
12,317
-504
-4% -$22.6K 0.45% 56
2024
Q1 		$695K Sell
12,821
-1,949
-13% -$99.3K 0.62% 41
2023
Q4 		$758K Sell
14,770
-486
-3% -$25.5K 0.71% 33
2023
Q3 		$885K Sell
15,256
-135
-0.9% -$8.27K 0.9% 26
2023
Q2 		$984K Sell
15,391
-49
-0.3% -$3.29K 0.96% 23
2023
Q1 		$1.07M Sell
15,440
-21
-0.1% -$1.48K 1.07% 22
2022
Q4 		$1.11M Buy
15,461
+206
+1% +$15.5K 1.12% 22
2022
Q3 		$1.08M Sell
15,255
-90
-0.6% -$6.53K 1.19% 18
2022
Q2 		$1.18M Buy
15,345
+82
+0.5% +$6.25K 1.19% 17
2022
Q1 		$1.11M Buy
15,263
+70
+0.5% +$4.7K 1% 22
2021
Q4 		$947K Buy
+15,193
New +$891K 0.83% 26

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

Richwood Investment Advisors's BMY Position: Q1 2026 in Review

Richwood Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q1 2026, selling an estimated $23.9K and leaving 10,597 shares worth $643K. The position accounts for 0.5% of the portfolio, ranked #48.

Richwood Investment Advisors first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.18M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Richwood Investment Advisors held 10,597 shares of Bristol-Myers Squibb worth $643K as of Q1 2026.
  • Richwood Investment Advisors sold 410 Bristol-Myers Squibb shares in Q1 2026, an estimated $23.9K.
  • Bristol-Myers Squibb made up 0.5% of Richwood Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Richwood Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Richwood Investment Advisors's Bristol-Myers Squibb position peaked at $1.18M in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.