Wayfinding Financial’s Bristol-Myers Squibb BMY Stock Holding History

Wayfinding Financial’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	$259K	Buy	+4,272	New	+$249K	0.11%	124
2025 Q2	–	Sell	-3,383	Closed	-$206K	–	211
2025 Q1	$206K	Buy	+3,383	New	+$197K	0.09%	139
2024 Q1	–	Sell	-4,642	Closed	-$238K	–	125
2023 Q4	$238K	Buy	4,642 +180	+4%	+$9.45K	0.16%	95
2023 Q3	$258K	Sell	4,462 -292	-6%	-$17.9K	0.2%	86
2023 Q2	$291K	Buy	4,754 +206	+5%	+$13.8K	0.2%	79
2023 Q1	$315K	Buy	4,548 +1,041	+30%	+$73.4K	0.24%	71
2022 Q4	$223K	Sell	3,507 -423	-11%	-$31.9K	0.18%	78
2022 Q3	$279K	Buy	3,930 +29	+0.7%	+$2.1K	0.26%	60
2022 Q2	$302K	Sell	3,901 -21	-0.5%	-$1.6K	0.27%	59
2022 Q1	$300K	Buy	3,922 +415	+12%	+$27.9K	0.25%	62
2021 Q4	$223K	Buy	+3,507	New	+$206K	0.18%	78

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

Wayfinding Financial's BMY Position: Q1 2026 in Review

Wayfinding Financial opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 4,272 shares worth $259K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings. This is a return to the name: Wayfinding Financial previously reported a position in BMY as recently as Q1 2025.

Wayfinding Financial first reported a position in BMY in Q4 2021 and has held it in 11 quarters since. The position peaked at $315K in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Wayfinding Financial held 4,272 shares of Bristol-Myers Squibb worth $259K as of Q1 2026.
Bristol-Myers Squibb was a new Wayfinding Financial position in Q1 2026.
Bristol-Myers Squibb made up 0.11% of Wayfinding Financial's portfolio in Q1 2026, its #124 holding.
Wayfinding Financial first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 11 quarters since.
Wayfinding Financial's Bristol-Myers Squibb position peaked at $315K in Q1 2023.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.