Smartleaf Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Smartleaf Asset 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	$2.35M	Buy	39,356 +5,293	+16%	+$309K	0.08%	215
2025 Q4	$1.85M	Buy	34,063 +5,932	+21%	+$285K	0.07%	250
2025 Q3	$1.24M	Buy	28,131 +7,185	+34%	+$336K	0.08%	270
2025 Q2	$971K	Sell	20,946 -1,743	-8%	-$85.6K	0.09%	257
2025 Q1	$1.36M	Buy	22,689 +752	+3%	+$43.8K	0.13%	175
2024 Q4	$1.23M	Buy	21,937 +7,629	+53%	+$426K	0.13%	174
2024 Q3	$728K	Sell	14,308 -1,133	-7%	-$53.1K	0.09%	244
2024 Q2	$641K	Buy	15,441 +5,687	+58%	+$254K	0.11%	220
2024 Q1	$519K	Buy	9,754 +2,693	+38%	+$137K	0.1%	214
2023 Q4	$359K	Buy	+7,061	New	+$371K	0.1%	208

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

Smartleaf Asset Management's BMY Position: Q1 2026 in Review

Smartleaf Asset Management increased its Bristol-Myers Squibb (BMY) stake by 16% in Q1 2026, buying an estimated $309K and bringing the position to 39,356 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #215.

Smartleaf Asset Management first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Smartleaf Asset Management held 39,356 shares of Bristol-Myers Squibb worth $2.35M as of Q1 2026.
Smartleaf Asset Management bought 5,293 Bristol-Myers Squibb shares in Q1 2026, an estimated $309K.
Bristol-Myers Squibb made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #215 holding.
Smartleaf Asset Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.