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

Signature Wealth Management Group’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	$5.08M	Buy	83,769 +244	+0.3%	+$14.2K	1.93%	19
2025 Q4	$4.51M	Buy	83,525 +1,832	+2%	+$88.1K	1.84%	17
2025 Q3	$3.68M	Buy	81,693 +6,043	+8%	+$282K	1.43%	29
2025 Q2	$3.5M	Buy	75,650 +488	+0.6%	+$24K	1.38%	30
2025 Q1	$4.58M	Buy	75,162 +1,179	+2%	+$68.7K	1.79%	15
2024 Q4	$4.18M	Buy	73,983 +1,547	+2%	+$86.4K	1.68%	19
2024 Q3	$3.75M	Buy	72,436 +1,733	+2%	+$81.3K	1.5%	28
2024 Q2	$2.94M	Buy	+70,703	New	+$3.16M	1.29%	33
2018 Q4	–	Sell	-600	Closed	-$30K	–	98
2018 Q3	$30K	Sell	600 -11	-2%	-$653	0.02%	128
2018 Q2	$34K	Hold	611	–	–	0.03%	120
2018 Q1	$39K	Buy	611 +11	+2%	+$708	0.03%	111
2017 Q4	$37K	Buy	+600	New	+$37.5K	0.03%	115

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signature Wealth Management Group's BMY Position: Q1 2026 in Review

Signature Wealth Management Group increased its Bristol-Myers Squibb (BMY) stake by 0.29% in Q1 2026, buying an estimated $14.2K and bringing the position to 83,769 shares worth $5.08M. The position accounts for 1.93% of the portfolio, ranked #19.

Signature Wealth Management Group first reported a position in BMY in Q4 2017 and has held it in 12 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Signature Wealth Management Group held 83,769 shares of Bristol-Myers Squibb worth $5.08M as of Q1 2026.
Signature Wealth Management Group bought 244 Bristol-Myers Squibb shares in Q1 2026, an estimated $14.2K.
Bristol-Myers Squibb made up 1.93% of Signature Wealth Management Group's portfolio in Q1 2026, its #19 holding.
Signature Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 12 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.