Tanglewood Legacy Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Tanglewood Legacy 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	$113K	Hold	1,868	–	–	0.04%	124
2025 Q4	$101K	Hold	1,868	–	–	0.04%	129
2025 Q3	$84.2K	Hold	1,868	–	–	0.03%	136
2025 Q2	$86.5K	Hold	1,868	–	–	0.04%	138
2025 Q1	$114K	Hold	1,868	–	–	0.05%	120
2024 Q4	$106K	Hold	1,868	–	–	0.05%	122
2024 Q3	$96.7K	Hold	1,868	–	–	0.04%	123
2024 Q2	$77.6K	Hold	1,868	–	–	0.04%	135
2024 Q1	$101K	Hold	1,868	–	–	0.05%	121
2023 Q4	$95.8K	Hold	1,868	–	–	0.05%	117
2023 Q3	$108K	Hold	1,868	–	–	0.07%	107
2023 Q2	$119K	Hold	1,868	–	–	0.07%	100
2023 Q1	$129K	Hold	1,868	–	–	0.08%	93
2022 Q4	$134K	Buy	+1,868	New	+$141K	0.1%	74

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

Tanglewood Legacy Advisors's BMY Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 1,868 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #124.

Tanglewood Legacy Advisors first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $134K in Q4 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Tanglewood Legacy Advisors held 1,868 shares of Bristol-Myers Squibb worth $113K as of Q1 2026.
Tanglewood Legacy Advisors left its Bristol-Myers Squibb share count unchanged in Q1 2026.
Bristol-Myers Squibb made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #124 holding.
Tanglewood Legacy Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Bristol-Myers Squibb position peaked at $134K in Q4 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.