Souders Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Souders Financial Advisors’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	$491K	Sell	8,092 -374	-4%	-$21.8K	0.06%	143
2025 Q4	$457K	Buy	8,466 +922	+12%	+$44.4K	0.05%	141
2025 Q3	$340K	Sell	7,544 -284	-4%	-$13.3K	0.04%	162
2025 Q2	$362K	Buy	7,828 +995	+15%	+$48.8K	0.05%	151
2025 Q1	$417K	Buy	6,833 +471	+7%	+$27.5K	0.06%	139
2024 Q4	$360K	Buy	6,362 +558	+10%	+$31.2K	0.05%	141
2024 Q3	$300K	Sell	5,804 -71	-1%	-$3.33K	0.04%	143
2024 Q2	$244K	Sell	5,875 -955	-14%	-$42.7K	0.04%	150
2024 Q1	$370K	Buy	+6,830	New	+$348K	0.06%	137
2023 Q4	–	Sell	-6,153	Closed	-$357K	–	154
2023 Q3	$357K	Buy	6,153 +1,902	+45%	+$117K	0.07%	129
2023 Q2	$272K	Sell	4,251 -35,620	-89%	-$2.39M	0.05%	141
2023 Q1	$2.76M	Buy	39,871 +703	+2%	+$49.6K	0.59%	58
2022 Q4	$2.82M	Buy	39,168 +1,164	+3%	+$87.8K	0.64%	53
2022 Q3	$2.7M	Buy	38,004 +921	+2%	+$66.8K	0.73%	41
2022 Q2	$2.85M	Buy	+37,083	New	+$2.82M	0.82%	34

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

Souders Financial Advisors's BMY Position: Q1 2026 in Review

Souders Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 4.4% in Q1 2026, selling an estimated $21.8K and leaving 8,092 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #143.

Souders Financial Advisors first reported a position in BMY in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Souders Financial Advisors held 8,092 shares of Bristol-Myers Squibb worth $491K as of Q1 2026.
Souders Financial Advisors sold 374 Bristol-Myers Squibb shares in Q1 2026, an estimated $21.8K.
Bristol-Myers Squibb made up 0.06% of Souders Financial Advisors's portfolio in Q1 2026, its #143 holding.
Souders Financial Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 15 quarters since.
Souders Financial Advisors's Bristol-Myers Squibb position peaked at $2.85M in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.