Wallace Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Wallace Advisory 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	$275K	Sell	4,540 -56	-1%	-$3.27K	0.29%	89
2025 Q4	$248K	Sell	4,596 -2,150	-32%	-$103K	0.26%	107
2025 Q3	$312K	Sell	6,746 -1,382	-17%	-$64.5K	0.25%	121
2025 Q2	$496K	Buy	8,128 +97	+1%	+$4.76K	0.36%	80
2025 Q1	$454K	Buy	8,031 +68	+0.9%	+$3.96K	0.31%	94
2024 Q4	$412K	Buy	7,963 +1,519	+24%	+$84.9K	0.28%	94
2024 Q3	$268K	Sell	6,444 -202	-3%	-$9.48K	0.2%	140
2024 Q2	$276K	Buy	6,646 +542	+9%	+$24.3K	0.2%	139
2024 Q1	$313K	Buy	6,104 +950	+18%	+$48.4K	0.24%	114
2023 Q4	$299K	Sell	5,154 -514	-9%	-$27K	0.23%	108
2023 Q3	$362K	Sell	5,668 -172	-3%	-$10.5K	0.26%	100
2023 Q2	$405K	Hold	5,840	–	–	0.31%	93
2023 Q1	$405K	Buy	5,840 +146	+3%	+$10.3K	0.31%	93
2022 Q4	$410K	Buy	+5,694	New	+$429K	0.32%	85

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

Wallace Advisory Group's BMY Position: Q1 2026 in Review

Wallace Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 1.2% in Q1 2026, selling an estimated $3.27K and leaving 4,540 shares worth $275K. The position accounts for 0.29% of the portfolio, ranked #89.

Wallace Advisory Group first reported a position in BMY in Q4 2022 and has held it in 14 quarters since. The position peaked at $496K in Q2 2025. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Wallace Advisory Group held 4,540 shares of Bristol-Myers Squibb worth $275K as of Q1 2026.
Wallace Advisory Group sold 56 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.27K.
Bristol-Myers Squibb made up 0.29% of Wallace Advisory Group's portfolio in Q1 2026, its #89 holding.
Wallace Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Bristol-Myers Squibb position peaked at $496K in Q2 2025.
2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.