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

Wealth Alliance’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 		$1.15M Sell
19,036
-591
-3% -$34.5K 0.11% 164
2025
Q4 		$1.06M Buy
19,627
+1,811
+10% +$87.1K 0.1% 176
2025
Q3 		$803K Sell
17,816
-832
-4% -$38.9K 0.08% 211
2025
Q2 		$863K Sell
18,648
-23,050
-55% -$1.13M 0.1% 192
2025
Q1 		$2.54M Sell
41,698
-3,985
-9% -$232K 0.31% 65
2024
Q4 		$2.58M Sell
45,683
-56
-0.1% -$3.13K 0.31% 66
2024
Q3 		$2.37M Buy
45,739
+1,236
+3% +$58K 0.28% 65
2024
Q2 		$1.85M Buy
44,503
+5,390
+14% +$241K 0.24% 77
2024
Q1 		$2.12M Buy
39,113
+12,889
+49% +$657K 0.28% 71
2023
Q4 		$1.35M Sell
26,224
-911
-3% -$47.8K 0.19% 110
2023
Q3 		$1.57M Buy
27,135
+1,132
+4% +$69.4K 0.25% 87
2023
Q2 		$1.66M Buy
26,003
+3,489
+15% +$234K 0.25% 84
2023
Q1 		$1.56M Buy
22,514
+728
+3% +$51.3K 0.25% 89
2022
Q4 		$1.57M Sell
21,786
-2,652
-11% -$200K 0.28% 77
2022
Q3 		$1.74M Sell
24,438
-3,381
-12% -$245K 0.34% 54
2022
Q2 		$2.14M Buy
27,819
+1,228
+5% +$93.5K 0.41% 43
2022
Q1 		$1.94M Buy
26,591
+7,502
+39% +$504K 0.4% 48
2021
Q4 		$1.19M Buy
19,089
+8,116
+74% +$476K 0.24% 95
2021
Q3 		$649K Sell
10,973
-1,415
-11% -$93.2K 0.15% 161
2021
Q2 		$828K Sell
12,388
-927
-7% -$60.4K 0.2% 123
2021
Q1 		$841K Sell
13,315
-5,371
-29% -$334K 0.24% 106
2020
Q4 		$1.16M Buy
18,686
+6,797
+57% +$418K 0.34% 68
2020
Q3 		$717K Buy
11,889
+1,776
+18% +$107K 0.26% 99
2020
Q2 		$595K Buy
10,113
+1,504
+17% +$90K 0.24% 110
2020
Q1 		$480K Sell
8,609
-2,074
-19% -$127K 0.26% 109
2019
Q4 		$686K Buy
+10,683
New +$612K 0.49% 56

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

Wealth Alliance's BMY Position: Q1 2026 in Review

Wealth Alliance reduced its Bristol-Myers Squibb (BMY) stake by 3% in Q1 2026, selling an estimated $34.5K and leaving 19,036 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #164.

Wealth Alliance first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.58M in Q4 2024. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wealth Alliance held 19,036 shares of Bristol-Myers Squibb worth $1.15M as of Q1 2026.
  • Wealth Alliance sold 591 Bristol-Myers Squibb shares in Q1 2026, an estimated $34.5K.
  • Bristol-Myers Squibb made up 0.11% of Wealth Alliance's portfolio in Q1 2026, its #164 holding.
  • Wealth Alliance first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's Bristol-Myers Squibb position peaked at $2.58M in Q4 2024.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.