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Savvy Advisors Inc’s Bristol-Myers Squibb BMY Stock Holding History

Savvy Advisors Inc’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 		$3.79M Buy
62,527
+5,357
+9% +$312K 0.1% 156
2025
Q4 		$3.08M Buy
57,170
+9,893
+21% +$476K 0.1% 148
2025
Q3 		$2.13M Buy
47,277
+867
+2% +$40.5K 0.1% 145
2025
Q2 		$2.15M Buy
46,410
+18,835
+68% +$925K 0.14% 110
2025
Q1 		$1.68M Buy
27,575
+1,645
+6% +$95.9K 0.17% 98
2024
Q4 		$1.47M Buy
25,930
+21,107
+438% +$1.18M 0.18% 100
2024
Q3 		$250K Buy
+4,823
New +$226K 0.05% 293

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

Savvy Advisors Inc's BMY Position: Q1 2026 in Review

Savvy Advisors Inc increased its Bristol-Myers Squibb (BMY) stake by 9.4% in Q1 2026, buying an estimated $312K and bringing the position to 62,527 shares worth $3.79M. The position accounts for 0.1% of the portfolio, ranked #156.

Savvy Advisors Inc first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Savvy Advisors Inc held 62,527 shares of Bristol-Myers Squibb worth $3.79M as of Q1 2026.
  • Savvy Advisors Inc bought 5,357 Bristol-Myers Squibb shares in Q1 2026, an estimated $312K.
  • Bristol-Myers Squibb made up 0.1% of Savvy Advisors Inc's portfolio in Q1 2026, its #156 holding.
  • Savvy Advisors Inc first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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