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BMY icon

TritonPoint Wealth’s Bristol-Myers Squibb BMY Stock Holding History

TritonPoint 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 		$1.21M Buy
19,996
+850
+4% +$49.6K 0.13% 115
2025
Q4 		$1.03M Sell
19,146
-419
-2% -$20.2K 0.1% 122
2025
Q3 		$882K Sell
19,565
-6,374
-25% -$298K 0.08% 165
2025
Q2 		$1.2M Sell
25,939
-1,836
-7% -$90.1K 0.11% 142
2025
Q1 		$1.69M Buy
27,775
+1,270
+5% +$74K 0.16% 125
2024
Q4 		$1.5M Buy
26,505
+1,719
+7% +$96K 0.14% 127
2024
Q3 		$1.26M Sell
24,786
-8,253
-25% -$387K 0.12% 137
2024
Q2 		$1.37M Sell
33,039
-31,518
-49% -$1.41M 0.13% 130
2024
Q1 		$4.24M Sell
64,557
-29,348
-31% -$1.5M 0.44% 62
2023
Q4 		$4.82M Buy
+93,905
New +$4.93M 0.47% 60

Other funds holding BMY

BlackRock
BlackRock New York $5.7T 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 $1.47T 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