TPCW
BMY icon

TD Private Client Wealth’s Bristol-Myers Squibb BMY Stock Holding History

TD Private Client Wealth’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 		$1.23M Sell
20,362
-7,467
-27% -$435K 0.03% 330
2025
Q4 		$1.5M Buy
27,829
+725
+3% +$34.9K 0.03% 292
2025
Q3 		$1.22M Buy
27,104
+7,682
+40% +$359K 0.03% 326
2025
Q2 		$899K Sell
19,422
-61,593
-76% -$3.02M 0.02% 384
2025
Q1 		$4.94M Sell
81,015
-3,442
-4% -$201K 0.14% 111
2024
Q4 		$4.78M Buy
84,457
+2,449
+3% +$137K 0.13% 116
2024
Q3 		$4.24M Buy
82,008
+8,703
+12% +$408K 0.12% 127
2024
Q2 		$3.04M Buy
73,305
+9,288
+15% +$416K 0.1% 153
2024
Q1 		$3.47M Buy
64,017
+35,725
+126% +$1.82M 0.11% 146
2023
Q4 		$1.45M Sell
28,292
-11,325
-29% -$594K 0.05% 274
2023
Q3 		$2.3M Sell
39,617
-5,364
-12% -$329K 0.1% 183
2023
Q2 		$2.88M Buy
44,981
+2,630
+6% +$176K 0.12% 164
2023
Q1 		$2.94M Buy
42,351
+6,293
+17% +$444K 0.13% 161
2022
Q4 		$2.59M Sell
36,058
-12,434
-26% -$938K 0.12% 172
2022
Q3 		$3.45M Sell
48,492
-17,475
-26% -$1.27M 0.18% 129
2022
Q2 		$5.08M Sell
65,967
-14,854
-18% -$1.13M 0.25% 90
2022
Q1 		$5.9M Buy
80,821
+26,476
+49% +$1.78M 0.25% 92
2021
Q4 		$3.39M Buy
54,345
+31,208
+135% +$1.83M 0.14% 159
2021
Q3 		$1.37M Buy
23,137
+10,187
+79% +$671K 0.06% 292
2021
Q2 		$865K Sell
12,950
-1,090
-8% -$71.1K 0.04% 343
2021
Q1 		$886K Sell
14,040
-29,028
-67% -$1.81M 0.04% 326
2020
Q4 		$2.67M Buy
43,068
+903
+2% +$55.5K 0.14% 165
2020
Q3 		$2.54M Buy
42,165
+12,560
+42% +$756K 0.14% 157
2020
Q2 		$1.74M Buy
29,605
+21,771
+278% +$1.3M 0.1% 205
2020
Q1 		$437K Sell
7,834
-10,815
-58% -$661K 0.03% 340
2019
Q4 		$1.2M Buy
+18,649
New +$1.07M 0.07% 249

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

TD Private Client Wealth's BMY Position: Q1 2026 in Review

TD Private Client Wealth reduced its Bristol-Myers Squibb (BMY) stake by 27% in Q1 2026, selling an estimated $435K and leaving 20,362 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #330.

TD Private Client Wealth first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.9M in Q1 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • TD Private Client Wealth held 20,362 shares of Bristol-Myers Squibb worth $1.23M as of Q1 2026.
  • TD Private Client Wealth sold 7,467 Bristol-Myers Squibb shares in Q1 2026, an estimated $435K.
  • Bristol-Myers Squibb made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #330 holding.
  • TD Private Client Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Bristol-Myers Squibb position peaked at $5.9M in Q1 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.