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Simplicity Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Simplicity Wealth’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 		$698K Buy
11,504
+2,340
+26% +$136K 0.04% 370
2025
Q4 		$494K Buy
9,164
+1,429
+18% +$68.7K 0.03% 431
2025
Q3 		$349K Sell
7,735
-2,173
-22% -$101K 0.02% 524
2025
Q2 		$459K Buy
9,908
+5,556
+128% +$273K 0.02% 477
2025
Q1 		$265K Buy
+4,352
New +$254K 0.02% 446
2024
Q3 		– Sell
-37,880
Closed -$1.57M – 567
2024
Q2 		$1.57M Sell
37,880
-25,311
-40% -$1.13M 0.04% 402
2024
Q1 		$3.43M Buy
+63,191
New +$3.22M 0.08% 242

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

Simplicity Wealth's BMY Position: Q1 2026 in Review

Simplicity Wealth increased its Bristol-Myers Squibb (BMY) stake by 26% in Q1 2026, buying an estimated $136K and bringing the position to 11,504 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #370.

Simplicity Wealth first reported a position in BMY in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.43M in Q1 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Simplicity Wealth held 11,504 shares of Bristol-Myers Squibb worth $698K as of Q1 2026.
  • Simplicity Wealth bought 2,340 Bristol-Myers Squibb shares in Q1 2026, an estimated $136K.
  • Bristol-Myers Squibb made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #370 holding.
  • Simplicity Wealth first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Bristol-Myers Squibb position peaked at $3.43M in Q1 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.