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

SHP 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 		$356K Buy
5,873
+90
+2% +$5.25K 0.03% 187
2025
Q4 		$312K Buy
+5,783
New +$278K 0.02% 196

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's BMY Position: Q1 2026 in Review

SHP Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q1 2026, buying an estimated $5.25K and bringing the position to 5,873 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #187.

SHP Wealth Management first reported a position in BMY in Q4 2025 and has held it in 2 quarters since. 2,527 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • SHP Wealth Management held 5,873 shares of Bristol-Myers Squibb worth $356K as of Q1 2026.
  • SHP Wealth Management bought 90 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.25K.
  • Bristol-Myers Squibb made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #187 holding.
  • SHP Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 2 quarters since.
  • 2,527 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.