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Vaughan & Co Securities’s Bristol-Myers Squibb BMY Stock Holding History

Vaughan & Co Securities’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 		$949K Sell
15,650
-593
-4% -$34.6K 0.49% 20
2025
Q4 		$876K Sell
16,243
-400
-2% -$19.2K 0.45% 21
2025
Q3 		$751K Buy
16,643
+4,959
+42% +$232K 0.4% 28
2025
Q2 		$541K Sell
11,684
-22
-0.2% -$1.08K 0.31% 40
2025
Q1 		$714K Sell
11,706
-4,325
-27% -$252K 0.44% 30
2024
Q4 		$907K Sell
16,031
-591
-4% -$33K 0.55% 20
2024
Q3 		$860K Hold
16,622
– – 0.51% 23
2024
Q2 		$690K Buy
+16,622
New +$744K 0.44% 26
2020
Q2 		– Sell
-720
Closed -$40.1K – 57
2020
Q1 		$40.1K Hold
720
– – 0.05% 91
2019
Q4 		$46.2K Buy
+720
New +$41.2K 0.04% 92

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

Vaughan & Co Securities's BMY Position: Q1 2026 in Review

Vaughan & Co Securities reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q1 2026, selling an estimated $34.6K and leaving 15,650 shares worth $949K. The position accounts for 0.49% of the portfolio, ranked #20.

Vaughan & Co Securities first reported a position in BMY in Q4 2019 and has held it in 10 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Vaughan & Co Securities held 15,650 shares of Bristol-Myers Squibb worth $949K as of Q1 2026.
  • Vaughan & Co Securities sold 593 Bristol-Myers Squibb shares in Q1 2026, an estimated $34.6K.
  • Bristol-Myers Squibb made up 0.49% of Vaughan & Co Securities's portfolio in Q1 2026, its #20 holding.
  • Vaughan & Co Securities first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 10 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.