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Triad Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Triad Wealth Partners’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 		$339K Sell
5,595
-675
-11% -$39.3K 0.03% 365
2025
Q4 		$338K Buy
+6,270
New +$302K 0.03% 355
2025
Q2 		– Sell
-3,547
Closed -$216K – 291
2025
Q1 		$216K Buy
+3,547
New +$207K 0.07% 199
2024
Q3 		– Sell
-1,909
Closed -$79.3K – 160
2024
Q2 		$79.3K Buy
+1,909
New +$85.4K 0.04% 172

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

Triad Wealth Partners's BMY Position: Q1 2026 in Review

Triad Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q1 2026, selling an estimated $39.3K and leaving 5,595 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #365.

Triad Wealth Partners first reported a position in BMY in Q2 2024 and has held it in 4 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Triad Wealth Partners held 5,595 shares of Bristol-Myers Squibb worth $339K as of Q1 2026.
  • Triad Wealth Partners sold 675 Bristol-Myers Squibb shares in Q1 2026, an estimated $39.3K.
  • Bristol-Myers Squibb made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #365 holding.
  • Triad Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 4 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.