SW
BMY icon

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

SkyOak 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 		$253K Hold
4,171
– – 0.05% 204
2025
Q4 		$225K Buy
+4,171
New +$201K 0.04% 223
2025
Q2 		– Sell
-4,171
Closed -$254K – 250
2025
Q1 		$254K Hold
4,171
– – 0.06% 190
2024
Q4 		$236K Buy
+4,171
New +$233K 0.05% 216
2023
Q4 		– Sell
-4,021
Closed -$233K – 246
2023
Q3 		$233K Sell
4,021
-65
-2% -$3.98K 0.07% 202
2023
Q2 		$261K Sell
4,086
-1,500
-27% -$101K 0.07% 189
2023
Q1 		$387K Buy
5,586
+1,700
+44% +$120K 0.12% 137
2022
Q4 		$280K Sell
3,886
-45
-1% -$3.39K 0.09% 167
2022
Q3 		$279K Hold
3,931
– – 0.1% 163
2022
Q2 		$303K Sell
3,931
-266
-6% -$20.3K 0.1% 158
2022
Q1 		$306K Buy
4,197
+3
+0.1% +$201 0.09% 176
2021
Q4 		$261K Buy
4,194
+3
+0.1% +$176 0.07% 191
2021
Q3 		$248K Buy
4,191
+3
+0.1% +$198 0.07% 201
2021
Q2 		$280K Buy
4,188
+3
+0.1% +$196 0.07% 182
2021
Q1 		$276K Buy
4,185
+2
+0% +$124 0.08% 177
2020
Q4 		$259K Buy
4,183
+48
+1% +$2.95K 0.08% 178
2020
Q3 		$249K Sell
4,135
-565
-12% -$34K 0.09% 166
2020
Q2 		$276K Buy
4,700
+45
+1% +$2.69K 0.1% 199
2020
Q1 		$259K Sell
4,655
-638
-12% -$39K 0.13% 173
2019
Q4 		$340K Buy
+5,293
New +$303K 0.11% 214

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

SkyOak Wealth's BMY Position: Q1 2026 in Review

SkyOak Wealth held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 4,171 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #204.

SkyOak Wealth first reported a position in BMY in Q4 2019 and has held it in 20 quarters since. The position peaked at $387K in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • SkyOak Wealth held 4,171 shares of Bristol-Myers Squibb worth $253K as of Q1 2026.
  • SkyOak Wealth left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.05% of SkyOak Wealth's portfolio in Q1 2026, its #204 holding.
  • SkyOak Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 20 quarters since.
  • SkyOak Wealth's Bristol-Myers Squibb position peaked at $387K in Q1 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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