Vermillion & White Wealth Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Vermillion & White Wealth Management 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	–	Sell	-200	Closed	-$10.8K	–	124
2025 Q4	$10.8K	Hold	200	–	–	0.01%	310
2025 Q3	$9.02K	Hold	200	–	–	0.01%	325
2025 Q2	$9.26K	Sell	200 -115	-37%	-$5.64K	0.01%	308
2025 Q1	$19.2K	Hold	315	–	–	0.01%	193
2024 Q4	$17.8K	Hold	315	–	–	0.01%	200
2024 Q3	$16.3K	Sell	315 -90	-22%	-$4.22K	0.01%	193
2024 Q2	$16.8K	Hold	405	–	–	0.01%	195
2024 Q1	$22K	Hold	405	–	–	0.02%	165
2023 Q4	$20.8K	Buy	+405	New	+$21.3K	0.02%	137

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

Vermillion & White Wealth Management Group's BMY Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 200 shares — an estimated $10.8K sold.

Vermillion & White Wealth Management Group first reported a position in BMY in Q4 2023 and held it in 9 quarters. The position peaked at $22K in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 200 Bristol-Myers Squibb shares in Q1 2026, an estimated $10.8K.
Vermillion & White Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Bristol-Myers Squibb position peaked at $22K in Q1 2024.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.