Tradition Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Tradition Wealth Management’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	$414K	Buy	6,833 +2,222	+48%	+$130K	0.03%	320
2025 Q4	$249K	Buy	+4,611	New	+$222K	0.02%	424
2025 Q3	–	Sell	-4,867	Closed	-$225K	–	491
2025 Q2	$225K	Buy	4,867 +331	+7%	+$16.2K	0.02%	408
2025 Q1	$277K	Buy	4,536 +492	+12%	+$28.7K	0.02%	345
2024 Q4	$229K	Sell	4,044 -1,016	-20%	-$56.8K	0.02%	373
2024 Q3	$262K	Sell	5,060 -630	-11%	-$29.6K	0.02%	348
2024 Q2	$236K	Sell	5,690 -923	-14%	-$41.3K	0.02%	357
2024 Q1	$359K	Sell	6,613 -524	-7%	-$26.7K	0.04%	273
2023 Q4	$366K	Sell	7,137 -923	-11%	-$48.5K	0.04%	246
2023 Q3	$468K	Sell	8,060 -471	-6%	-$28.9K	0.06%	185
2023 Q2	$546K	Buy	8,531 +251	+3%	+$16.8K	0.06%	170
2023 Q1	$574K	Buy	8,280 +2,493	+43%	+$176K	0.07%	158
2022 Q4	$416K	Buy	5,787 +27	+0.5%	+$2.04K	0.06%	181
2022 Q3	$410K	Buy	5,760 +695	+14%	+$50.4K	0.06%	176
2022 Q2	$390K	Buy	5,065 +283	+6%	+$21.6K	0.06%	184
2022 Q1	$349K	Buy	4,782 +128	+3%	+$8.59K	0.04%	231
2021 Q4	$290K	Sell	4,654 -5,360	-54%	-$314K	0.04%	249
2021 Q3	$593K	Buy	10,014 +184	+2%	+$12.1K	0.08%	157
2021 Q2	$657K	Buy	9,830 +257	+3%	+$16.8K	0.1%	154
2021 Q1	$604K	Buy	9,573 +1,014	+12%	+$63.1K	0.1%	148
2020 Q4	$531K	Buy	+8,559	New	+$526K	0.1%	145

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

Tradition Wealth Management's BMY Position: Q1 2026 in Review

Tradition Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 48% in Q1 2026, buying an estimated $130K and bringing the position to 6,833 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #320.

Tradition Wealth Management first reported a position in BMY in Q4 2020 and has held it in 21 quarters since. The position peaked at $657K in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Tradition Wealth Management held 6,833 shares of Bristol-Myers Squibb worth $414K as of Q1 2026.
Tradition Wealth Management bought 2,222 Bristol-Myers Squibb shares in Q1 2026, an estimated $130K.
Bristol-Myers Squibb made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #320 holding.
Tradition Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 21 quarters since.
Tradition Wealth Management's Bristol-Myers Squibb position peaked at $657K in Q2 2021.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.