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Sound View Wealth Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

Sound View Wealth Advisors Group’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 		$14.8M Sell
244,617
-15,952
-6% -$930K 1.01% 25
2025
Q4 		$14.1M Sell
260,569
-42,381
-14% -$2.04M 0.94% 28
2025
Q3 		$13.7M Sell
302,950
-4,899
-2% -$229K 0.94% 28
2025
Q2 		$14.3M Buy
307,849
+250,624
+438% +$12.3M 1.05% 24
2025
Q1 		$3.49M Sell
57,225
-619
-1% -$36.1K 0.29% 79
2024
Q4 		$3.27M Sell
57,844
-8,683
-13% -$485K 0.26% 83
2024
Q3 		$3.44M Buy
66,527
+4,963
+8% +$233K 0.28% 81
2024
Q2 		$2.56M Buy
61,564
+7,149
+13% +$320K 0.26% 83
2024
Q1 		$2.95M Buy
54,415
+4,713
+9% +$240K 0.31% 73
2023
Q4 		$2.55M Sell
49,702
-9,996
-17% -$525K 0.28% 85
2023
Q3 		$3.46M Buy
59,698
+8,724
+17% +$535K 0.43% 56
2023
Q2 		$3.26M Buy
50,974
+1,507
+3% +$101K 0.43% 59
2023
Q1 		$3.43M Sell
49,467
-235
-0.5% -$16.6K 0.47% 57
2022
Q4 		$2.55M Buy
49,702
+14,068
+39% +$1.06M 0.28% 85
2022
Q3 		$2.53M Buy
35,634
+2,818
+9% +$204K 0.57% 50
2022
Q2 		$2.53M Sell
32,816
-1,402
-4% -$107K 0.53% 51
2022
Q1 		$2.5M Buy
34,218
+8,274
+32% +$556K 0.48% 54
2021
Q4 		$1.62M Sell
25,944
-72
-0.3% -$4.22K 0.31% 86
2021
Q3 		$1.54M Buy
26,016
+378
+1% +$24.9K 0.32% 85
2021
Q2 		$1.71M Sell
25,638
-11
-0% -$717 0.36% 73
2021
Q1 		$1.62M Sell
25,649
-360
-1% -$22.4K 0.38% 74
2020
Q4 		$1.61M Buy
26,009
+510
+2% +$31.4K 0.39% 70
2020
Q3 		$1.54M Sell
25,499
-276
-1% -$16.6K 0.4% 67
2020
Q2 		$1.52M Buy
25,775
+951
+4% +$56.9K 0.43% 64
2020
Q1 		$1.38M Sell
24,824
-749
-3% -$45.8K 0.48% 63
2019
Q4 		$1.64M Buy
25,573
+2,512
+11% +$144K 0.46% 65
2019
Q3 		$1.17M Sell
23,061
-2,504
-10% -$118K 0.35% 82
2019
Q2 		$1.16M Buy
+25,565
New +$1.19M 0.34% 82

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

Sound View Wealth Advisors Group's BMY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Bristol-Myers Squibb (BMY) stake by 6.1% in Q1 2026, selling an estimated $930K and leaving 244,617 shares worth $14.8M. The position accounts for 1.01% of the portfolio, ranked #25.

Sound View Wealth Advisors Group first reported a position in BMY in Q2 2019 and has held it in 28 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Sound View Wealth Advisors Group held 244,617 shares of Bristol-Myers Squibb worth $14.8M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 15,952 Bristol-Myers Squibb shares in Q1 2026, an estimated $930K.
  • Bristol-Myers Squibb made up 1.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #25 holding.
  • Sound View Wealth Advisors Group first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 28 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.