SWTS
BMY icon

Stonehaven Wealth & Tax Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$353K Buy
5,828
+826
+17% +$48.2K 0.31% 57
2025
Q4 		$270K Sell
5,002
-302
-6% -$14.5K 0.24% 61
2025
Q3 		$239K Sell
5,304
-46
-0.9% -$2.15K 0.22% 67
2025
Q2 		$248K Buy
5,350
+168
+3% +$8.25K 0.24% 64
2025
Q1 		$316K Buy
5,182
+347
+7% +$20.2K 0.33% 49
2024
Q4 		$273K Buy
+4,835
New +$270K 0.3% 68

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

Stonehaven Wealth & Tax Solutions's BMY Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, buying an estimated $48.2K and bringing the position to 5,828 shares worth $353K. The position accounts for 0.31% of the portfolio, ranked #57.

Stonehaven Wealth & Tax Solutions first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 5,828 shares of Bristol-Myers Squibb worth $353K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 826 Bristol-Myers Squibb shares in Q1 2026, an estimated $48.2K.
  • Bristol-Myers Squibb made up 0.31% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #57 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.