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Waterfront Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Waterfront Wealth’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 		$2.01M Buy
33,159
+1,414
+4% +$82.4K 0.37% 85
2025
Q4 		$1.75M Buy
31,745
+98
+0.3% +$4.71K 0.33% 91
2025
Q3 		$1.42M Sell
31,647
-437
-1% -$20.4K 0.29% 105
2025
Q2 		$1.49M Sell
32,084
-734
-2% -$36K 0.33% 89
2025
Q1 		$2M Buy
32,818
+148
+0.5% +$8.63K 0.49% 57
2024
Q4 		$1.85M Buy
32,670
+812
+3% +$45.4K 0.45% 62
2024
Q3 		$1.67M Buy
31,858
+7,837
+33% +$368K 0.41% 72
2024
Q2 		$998K Buy
24,021
+3,743
+18% +$167K 0.27% 119
2024
Q1 		$904K Buy
+20,278
New +$1.03M 0.25% 125
2022
Q1 		– Sell
-3,850
Closed -$240K – 245
2021
Q4 		$240K Sell
3,850
-74
-2% -$4.34K 0.1% 199
2021
Q3 		$232K Buy
3,924
+100
+3% +$6.59K 0.11% 160
2021
Q2 		$256K Buy
+3,824
New +$249K 0.12% 150

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

Waterfront Wealth's BMY Position: Q1 2026 in Review

Waterfront Wealth increased its Bristol-Myers Squibb (BMY) stake by 4.5% in Q1 2026, buying an estimated $82.4K and bringing the position to 33,159 shares worth $2.01M. The position accounts for 0.37% of the portfolio, ranked #85.

Waterfront Wealth first reported a position in BMY in Q2 2021 and has held it in 12 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Waterfront Wealth held 33,159 shares of Bristol-Myers Squibb worth $2.01M as of Q1 2026.
  • Waterfront Wealth bought 1,414 Bristol-Myers Squibb shares in Q1 2026, an estimated $82.4K.
  • Bristol-Myers Squibb made up 0.37% of Waterfront Wealth's portfolio in Q1 2026, its #85 holding.
  • Waterfront Wealth first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 12 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.