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Sagespring Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Sagespring Wealth Partners’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 		$1.54M Buy
25,347
+9,591
+61% +$559K 0.03% 238
2025
Q4 		$850K Buy
15,756
+391
+3% +$18.8K 0.02% 335
2025
Q3 		$693K Buy
15,365
+1,206
+9% +$56.3K 0.01% 378
2025
Q2 		$655K Sell
14,159
-7,419
-34% -$364K 0.01% 367
2025
Q1 		$1.32M Buy
21,578
+5,810
+37% +$339K 0.03% 205
2024
Q4 		$892K Buy
+15,768
New +$881K 0.02% 238

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

Sagespring Wealth Partners's BMY Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 61% in Q1 2026, buying an estimated $559K and bringing the position to 25,347 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #238.

Sagespring Wealth Partners first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sagespring Wealth Partners held 25,347 shares of Bristol-Myers Squibb worth $1.54M as of Q1 2026.
  • Sagespring Wealth Partners bought 9,591 Bristol-Myers Squibb shares in Q1 2026, an estimated $559K.
  • Bristol-Myers Squibb made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #238 holding.
  • Sagespring Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.