TFG
BMY icon

Tilson Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Tilson Financial Group’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 		$391K Buy
6,450
+101
+2% +$5.89K 0.12% 62
2025
Q4 		$342K Sell
6,349
-96
-1% -$4.62K 0.11% 66
2025
Q3 		$291K Buy
6,445
+259
+4% +$12.1K 0.1% 67
2025
Q2 		$286K Buy
6,186
+62
+1% +$3.04K 0.11% 61
2025
Q1 		$374K Buy
6,124
+4
+0.1% +$233 0.15% 57
2024
Q4 		$346K Buy
6,120
+40
+0.7% +$2.23K 0.14% 58
2024
Q3 		$315K Buy
+6,080
New +$285K 0.14% 58
2024
Q2 		– Sell
-6,344
Closed -$344K – 40
2024
Q1 		$344K Buy
6,344
+86
+1% +$4.38K 0.18% 54
2023
Q4 		$321K Buy
6,258
+221
+4% +$11.6K 0.21% 52
2023
Q3 		$350K Buy
+6,037
New +$370K 0.28% 50

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

Tilson Financial Group's BMY Position: Q1 2026 in Review

Tilson Financial Group increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q1 2026, buying an estimated $5.89K and bringing the position to 6,450 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #62.

Tilson Financial Group first reported a position in BMY in Q3 2023 and has held it in 10 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Tilson Financial Group held 6,450 shares of Bristol-Myers Squibb worth $391K as of Q1 2026.
  • Tilson Financial Group bought 101 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.89K.
  • Bristol-Myers Squibb made up 0.12% of Tilson Financial Group's portfolio in Q1 2026, its #62 holding.
  • Tilson Financial Group first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 10 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.