VestGen Advisors’s Bristol-Myers Squibb BMY Stock Holding History

VestGen 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	$2.05M	Buy	36,331 +14,374	+65%	+$838K	0.05%	300
2025 Q4	$1.18M	Buy	21,957 +922	+4%	+$44.4K	0.05%	329
2025 Q3	$949K	Buy	21,035 +16,561	+370%	+$773K	0.03%	377
2025 Q2	$207K	Buy	4,474 +706	+19%	+$34.7K	0.01%	560
2025 Q1	$230K	Buy	+3,768	New	+$220K	0.01%	516

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

VestGen Advisors's BMY Position: Q1 2026 in Review

VestGen Advisors increased its Bristol-Myers Squibb (BMY) stake by 65% in Q1 2026, buying an estimated $838K and bringing the position to 36,331 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #300.

VestGen Advisors first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

VestGen Advisors held 36,331 shares of Bristol-Myers Squibb worth $2.05M as of Q1 2026.
VestGen Advisors bought 14,374 Bristol-Myers Squibb shares in Q1 2026, an estimated $838K.
Bristol-Myers Squibb made up 0.05% of VestGen Advisors's portfolio in Q1 2026, its #300 holding.
VestGen Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.