U.S. Capital Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

U.S. Capital Wealth Advisors’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	$2.42M	Buy	39,903 +3,180	+9%	+$185K	0.06%	306
2025 Q4	$1.98M	Buy	36,723 +8,521	+30%	+$410K	0.05%	339
2025 Q3	$1.27M	Sell	28,202 -47,717	-63%	-$2.23M	0.03%	424
2025 Q2	$3.51M	Buy	75,919 +47,189	+164%	+$2.32M	0.1%	208
2025 Q1	$1.75M	Sell	28,730 -11,502	-29%	-$670K	0.05%	323
2024 Q4	$2.28M	Sell	40,232 -19,436	-33%	-$1.09M	0.07%	274
2024 Q3	$3.09M	Buy	59,668 +29,512	+98%	+$1.38M	0.11%	181
2024 Q2	$1.25M	Sell	30,156 -47,641	-61%	-$2.13M	0.05%	318
2024 Q1	$4.22M	Buy	77,797 +20,006	+35%	+$1.02M	0.16%	137
2023 Q4	$2.97M	Sell	57,791 -67,053	-54%	-$3.52M	0.12%	172
2023 Q3	$7.25M	Buy	124,844 +6,727	+6%	+$412K	0.33%	68
2023 Q2	$7.55M	Buy	118,117 +7,269	+7%	+$487K	0.36%	68
2023 Q1	$7.68M	Buy	110,848 +2,852	+3%	+$201K	0.36%	65
2022 Q4	$7.77M	Sell	107,996 -1,185	-1%	-$89.4K	0.36%	55
2022 Q3	$7.76M	Buy	109,181 +1,013	+0.9%	+$73.5K	0.39%	49
2022 Q2	$8.33M	Buy	108,168 +14,713	+16%	+$1.12M	0.37%	57
2022 Q1	$6.83M	Sell	93,455 -2,731	-3%	-$183K	0.25%	85
2021 Q4	$6M	Buy	96,186 +2,626	+3%	+$154K	0.24%	96
2021 Q3	$5.54M	Buy	+93,560	New	+$6.16M	0.24%	104

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

U.S. Capital Wealth Advisors's BMY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 8.7% in Q1 2026, buying an estimated $185K and bringing the position to 39,903 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #306.

U.S. Capital Wealth Advisors first reported a position in BMY in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.33M in Q2 2022. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

U.S. Capital Wealth Advisors held 39,903 shares of Bristol-Myers Squibb worth $2.42M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,180 Bristol-Myers Squibb shares in Q1 2026, an estimated $185K.
Bristol-Myers Squibb made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #306 holding.
U.S. Capital Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Bristol-Myers Squibb position peaked at $8.33M in Q2 2022.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.