United Advisor Group’s Bristol-Myers Squibb BMY Stock Holding History

United Advisor 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	$1.67M	Buy	27,547 +554	+2%	+$32.3K	0.21%	121
2025 Q4	$1.46M	Buy	26,993 +7,373	+38%	+$355K	0.18%	136
2025 Q3	$885K	Buy	19,620 +6,479	+49%	+$303K	0.12%	181
2025 Q2	$608K	Buy	13,141 +35	+0.3%	+$1.72K	0.11%	193
2025 Q1	$799K	Sell	13,106 -7,285	-36%	-$425K	0.16%	135
2024 Q4	$1.15M	Sell	20,391 -1,003	-5%	-$56K	0.23%	108
2024 Q3	$1.11M	Buy	21,394 +11,307	+112%	+$530K	0.25%	96
2024 Q2	$419K	Buy	10,087 +188	+2%	+$8.41K	0.13%	156
2024 Q1	$537K	Buy	+9,899	New	+$504K	0.2%	109

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

United Advisor Group's BMY Position: Q1 2026 in Review

United Advisor Group increased its Bristol-Myers Squibb (BMY) stake by 2.1% in Q1 2026, buying an estimated $32.3K and bringing the position to 27,547 shares worth $1.67M. The position accounts for 0.21% of the portfolio, ranked #121.

United Advisor Group first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

United Advisor Group held 27,547 shares of Bristol-Myers Squibb worth $1.67M as of Q1 2026.
United Advisor Group bought 554 Bristol-Myers Squibb shares in Q1 2026, an estimated $32.3K.
Bristol-Myers Squibb made up 0.21% of United Advisor Group's portfolio in Q1 2026, its #121 holding.
United Advisor Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.