Sterling Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Sterling Wealth 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	$413K	Sell	6,808 -191	-3%	-$11.1K	0.11%	73
2025 Q4	$378K	Sell	6,999 -1,285	-16%	-$61.8K	0.11%	70
2025 Q3	$374K	Sell	8,284 -108	-1%	-$5.04K	0.11%	70
2025 Q2	$388K	Buy	+8,392	New	+$412K	0.13%	69
2024 Q4	$490K	Sell	8,665 -83	-0.9%	-$4.64K	0.18%	63
2024 Q3	$453K	Buy	8,748 +583	+7%	+$27.3K	0.17%	69
2024 Q2	$339K	Hold	8,165	–	–	0.16%	75
2024 Q1	$443K	Buy	8,165 +3,347	+69%	+$171K	0.22%	60
2023 Q4	$247K	Buy	+4,818	New	+$253K	0.14%	81

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

Sterling Wealth Management's BMY Position: Q1 2026 in Review

Sterling Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 2.7% in Q1 2026, selling an estimated $11.1K and leaving 6,808 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #73.

Sterling Wealth Management first reported a position in BMY in Q4 2023 and has held it in 9 quarters since. The position peaked at $490K in Q4 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Sterling Wealth Management held 6,808 shares of Bristol-Myers Squibb worth $413K as of Q1 2026.
Sterling Wealth Management sold 191 Bristol-Myers Squibb shares in Q1 2026, an estimated $11.1K.
Bristol-Myers Squibb made up 0.11% of Sterling Wealth Management's portfolio in Q1 2026, its #73 holding.
Sterling Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Bristol-Myers Squibb position peaked at $490K in Q4 2024.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.