SMA
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Sage Mountain Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sage Mountain 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 		– Sell
-9,557
Closed -$516K – 325
2025
Q4 		$516K Buy
9,557
+1,460
+18% +$70.2K 0.03% 265
2025
Q3 		$365K Sell
8,097
-4,573
-36% -$214K 0.02% 336
2025
Q2 		$587K Buy
12,670
+4,180
+49% +$205K 0.04% 218
2025
Q1 		$518K Buy
8,490
+527
+7% +$30.7K 0.04% 215
2024
Q4 		$450K Buy
7,963
+2,621
+49% +$146K 0.03% 228
2024
Q3 		$276K Buy
+5,342
New +$251K 0.02% 303
2024
Q2 		– Sell
-4,974
Closed -$270K – 424
2024
Q1 		$270K Buy
+4,974
New +$253K 0.03% 259
2023
Q4 		– Sell
-5,897
Closed -$342K – 360
2023
Q3 		$342K Sell
5,897
-701
-11% -$43K 0.05% 169
2023
Q2 		$422K Buy
6,598
+1,061
+19% +$71.1K 0.06% 133
2023
Q1 		$384K Buy
5,537
+1,972
+55% +$139K 0.06% 132
2022
Q4 		$257K Buy
+3,565
New +$269K 0.06% 125
2022
Q3 		– Sell
-3,678
Closed -$283K – 383
2022
Q2 		$283K Sell
3,678
-694
-16% -$52.9K 0.05% 351
2022
Q1 		$319K Sell
4,372
-1,101
-20% -$73.9K 0.05% 367
2021
Q4 		$341K Sell
5,473
-1,337
-20% -$78.4K 0.04% 413
2021
Q3 		$403K Sell
6,810
-2
-0% -$132 0.06% 294
2021
Q2 		$455K Buy
+6,812
New +$444K 0.08% 247

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

Sage Mountain Advisors's BMY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 9,557 shares — an estimated $516K sold.

Sage Mountain Advisors first reported a position in BMY in Q2 2021 and held it in 16 quarters. The position peaked at $587K in Q2 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 9,557 Bristol-Myers Squibb shares in Q1 2026, an estimated $516K.
  • Sage Mountain Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 16 quarters.
  • Sage Mountain Advisors's Bristol-Myers Squibb position peaked at $587K in Q2 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.