Texas Capital Bank Wealth Management Services’s Bristol-Myers Squibb BMY Stock Holding History

Texas Capital Bank Wealth Management Services’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	$269K	Sell	4,428 -678	-13%	-$39.5K	0.02%	295
2025 Q4	$275K	Buy	+5,106	New	+$246K	0.02%	268
2024 Q3	–	Sell	-31,628	Closed	-$1.31M	–	210
2024 Q2	$1.31M	Sell	31,628 -331	-1%	-$14.8K	0.14%	68
2024 Q1	$1.73M	Sell	31,959 -5	-0%	-$255	0.19%	58
2023 Q4	$1.64M	Buy	+31,964	New	+$1.68M	0.19%	56
2023 Q2	–	Sell	-3,059	Closed	-$212K	–	233
2023 Q1	$212K	Hold	3,059	–	–	0.02%	172
2022 Q4	$220K	Sell	3,059 -21	-0.7%	-$1.58K	0.03%	153
2022 Q3	$219K	Sell	3,080 -18	-0.6%	-$1.31K	0.03%	130
2022 Q2	$239K	Sell	3,098 -95	-3%	-$7.24K	0.03%	126
2022 Q1	$233K	Sell	3,193 -270	-8%	-$18.1K	0.02%	156
2021 Q4	$216K	Buy	+3,463	New	+$203K	0.02%	151

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

Texas Capital Bank Wealth Management Services's BMY Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q1 2026, selling an estimated $39.5K and leaving 4,428 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #295.

Texas Capital Bank Wealth Management Services first reported a position in BMY in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2024. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Texas Capital Bank Wealth Management Services held 4,428 shares of Bristol-Myers Squibb worth $269K as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 678 Bristol-Myers Squibb shares in Q1 2026, an estimated $39.5K.
Bristol-Myers Squibb made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #295 holding.
Texas Capital Bank Wealth Management Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 11 quarters since.
Texas Capital Bank Wealth Management Services's Bristol-Myers Squibb position peaked at $1.73M in Q1 2024.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.