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Robertson Stephens Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Robertson Stephens Wealth Management’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 		$2.61M Buy
43,070
+189
+0.4% +$11K 0.07% 184
2025
Q4 		$2.31M Buy
42,881
+32,059
+296% +$1.54M 0.06% 196
2025
Q3 		$488K Buy
10,822
+426
+4% +$19.9K 0.01% 361
2025
Q2 		$481K Buy
10,396
+1,205
+13% +$59.2K 0.02% 372
2025
Q1 		$561K Sell
9,191
-963
-9% -$56.1K 0.02% 353
2024
Q4 		$574K Sell
10,154
-262
-3% -$14.6K 0.02% 339
2024
Q3 		$539K Sell
10,416
-376
-3% -$17.6K 0.02% 397
2024
Q2 		$448K Sell
10,792
-1,197
-10% -$53.6K 0.02% 348
2024
Q1 		$650K Buy
11,989
+216
+2% +$11K 0.03% 296
2023
Q4 		$604K Sell
11,773
-5,234
-31% -$275K 0.04% 280
2023
Q3 		$987K Sell
17,007
-1,516
-8% -$92.9K 0.07% 210
2023
Q2 		$1.18M Sell
18,523
-2,379
-11% -$160K 0.08% 175
2023
Q1 		$1.45M Sell
20,902
-1,073
-5% -$75.7K 0.11% 156
2022
Q4 		$1.58M Sell
21,975
-1,239
-5% -$93.4K 0.15% 132
2022
Q3 		$1.65M Buy
23,214
+785
+3% +$56.9K 0.17% 107
2022
Q2 		$1.74M Buy
22,429
+700
+3% +$53.3K 0.16% 112
2022
Q1 		$1.6M Sell
21,729
-160
-0.7% -$10.7K 0.13% 138
2021
Q4 		$1.36M Buy
21,889
+10,899
+99% +$639K 0.11% 146
2021
Q3 		$655K Sell
10,990
-1,813
-14% -$119K 0.07% 171
2021
Q2 		$855K Buy
12,803
+1,507
+13% +$98.3K 0.1% 147
2021
Q1 		$718K Buy
11,296
+6,301
+126% +$392K 0.11% 141
2020
Q4 		$312K Sell
4,995
-308
-6% -$18.9K 0.07% 185
2020
Q3 		$319K Buy
5,303
+42
+0.8% +$2.53K 0.08% 171
2020
Q2 		$309K Buy
5,261
+324
+7% +$19.4K 0.09% 143
2020
Q1 		$275K Buy
+4,937
New +$302K 0.09% 146

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

Robertson Stephens Wealth Management's BMY Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.44% in Q1 2026, buying an estimated $11K and bringing the position to 43,070 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #184.

Robertson Stephens Wealth Management first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Robertson Stephens Wealth Management held 43,070 shares of Bristol-Myers Squibb worth $2.61M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 189 Bristol-Myers Squibb shares in Q1 2026, an estimated $11K.
  • Bristol-Myers Squibb made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Robertson Stephens Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.