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Silver Oak Securities’s Bristol-Myers Squibb BMY Stock Holding History

Silver Oak Securities’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 		$545K Buy
8,983
+2,137
+31% +$125K 0.04% 407
2025
Q4 		$371K Sell
6,846
-3,726
-35% -$179K 0.03% 554
2025
Q3 		$477K Buy
10,572
+4,278
+68% +$200K 0.04% 441
2025
Q2 		$291K Sell
6,294
-120
-2% -$5.89K 0.02% 547
2025
Q1 		$385K Sell
6,414
-583
-8% -$34K 0.04% 432
2024
Q4 		$392K Buy
6,997
+3,030
+76% +$169K 0.04% 438
2024
Q3 		$200K Buy
+3,967
New +$186K 0.02% 490

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

Silver Oak Securities's BMY Position: Q1 2026 in Review

Silver Oak Securities increased its Bristol-Myers Squibb (BMY) stake by 31% in Q1 2026, buying an estimated $125K and bringing the position to 8,983 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #407.

Silver Oak Securities first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Silver Oak Securities held 8,983 shares of Bristol-Myers Squibb worth $545K as of Q1 2026.
  • Silver Oak Securities bought 2,137 Bristol-Myers Squibb shares in Q1 2026, an estimated $125K.
  • Bristol-Myers Squibb made up 0.04% of Silver Oak Securities's portfolio in Q1 2026, its #407 holding.
  • Silver Oak Securities first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.