Stonebrook Private’s Bristol-Myers Squibb BMY Stock Holding History

Stonebrook Private’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	$640K	Buy	10,549 +1,162	+12%	+$67.7K	0.14%	105
2025 Q4	$506K	Buy	9,387 +517	+6%	+$24.9K	0.11%	125
2025 Q3	$400K	Sell	8,870 -4,348	-33%	-$203K	0.09%	144
2025 Q2	$612K	Sell	13,218 -1,964	-13%	-$96.4K	0.14%	118
2025 Q1	$926K	Buy	15,182 +36	+0.2%	+$2.1K	0.24%	87
2024 Q4	$857K	Buy	15,146 +276	+2%	+$15.4K	0.22%	86
2024 Q3	$769K	Sell	14,870 -1,793	-11%	-$84.1K	0.2%	93
2024 Q2	$692K	Sell	16,663 -4,807	-22%	-$215K	0.2%	97
2024 Q1	$1.16M	Buy	21,470 +258	+1%	+$13.1K	0.34%	68
2023 Q4	$1.09M	Buy	+21,212	New	+$1.11M	0.36%	59

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

Stonebrook Private's BMY Position: Q1 2026 in Review

Stonebrook Private increased its Bristol-Myers Squibb (BMY) stake by 12% in Q1 2026, buying an estimated $67.7K and bringing the position to 10,549 shares worth $640K. The position accounts for 0.14% of the portfolio, ranked #105.

Stonebrook Private first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Stonebrook Private held 10,549 shares of Bristol-Myers Squibb worth $640K as of Q1 2026.
Stonebrook Private bought 1,162 Bristol-Myers Squibb shares in Q1 2026, an estimated $67.7K.
Bristol-Myers Squibb made up 0.14% of Stonebrook Private's portfolio in Q1 2026, its #105 holding.
Stonebrook Private first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
Stonebrook Private's Bristol-Myers Squibb position peaked at $1.16M in Q1 2024.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.