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

Silverlake 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 		$389K Sell
6,409
-390
-6% -$22.7K 0.08% 246
2025
Q4 		$367K Buy
6,799
+957
+16% +$46K 0.08% 234
2025
Q3 		$263K Buy
5,842
+7
+0.1% +$327 0.06% 282
2025
Q2 		$270K Buy
5,835
+269
+5% +$13.2K 0.08% 265
2025
Q1 		$339K Buy
5,566
+3
+0.1% +$175 0.13% 171
2024
Q4 		$315K Buy
5,563
+2
+0% +$112 0.12% 184
2024
Q3 		$288K Buy
5,561
+3
+0.1% +$141 0.11% 210
2024
Q2 		$231K Buy
5,558
+3
+0.1% +$134 0.09% 239
2024
Q1 		$301K Buy
5,555
+2
+0% +$102 0.15% 172
2023
Q4 		$285K Sell
5,553
-621
-10% -$32.6K 0.16% 167
2023
Q3 		$358K Buy
6,174
+33
+0.5% +$2.02K 0.2% 140
2023
Q2 		$393K Sell
6,141
-28
-0.5% -$1.88K 0.22% 119
2023
Q1 		$428K Sell
6,169
-1,211
-16% -$85.4K 0.26% 104
2022
Q4 		$531K Buy
7,380
+4
+0.1% +$302 0.33% 71
2022
Q3 		$524K Sell
7,376
-3
-0% -$218 0.36% 73
2022
Q2 		$568K Buy
7,379
+136
+2% +$10.4K 0.37% 70
2022
Q1 		$529K Buy
7,243
+95
+1% +$6.38K 0.3% 80
2021
Q4 		$446K Buy
+7,148
New +$419K 0.24% 107

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

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

Silverlake Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 5.7% in Q1 2026, selling an estimated $22.7K and leaving 6,409 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #246.

Silverlake Wealth Management first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $568K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Silverlake Wealth Management held 6,409 shares of Bristol-Myers Squibb worth $389K as of Q1 2026.
  • Silverlake Wealth Management sold 390 Bristol-Myers Squibb shares in Q1 2026, an estimated $22.7K.
  • Bristol-Myers Squibb made up 0.08% of Silverlake Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Silverlake Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's Bristol-Myers Squibb position peaked at $568K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.