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

Wealth Effects’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 		$842K Sell
13,875
-1,800
-11% -$105K 0.3% 71
2025
Q4 		$846K Sell
15,675
-1,551
-9% -$74.6K 0.26% 67
2025
Q3 		$777K Sell
17,226
-425
-2% -$19.8K 0.25% 74
2025
Q2 		$817K Sell
17,651
-125
-0.7% -$6.14K 0.31% 66
2025
Q1 		$1.08M Buy
17,776
+2,924
+20% +$170K 0.46% 50
2024
Q4 		$840K Sell
14,852
-225
-1% -$12.6K 0.3% 65
2024
Q3 		$780K Buy
15,077
+4,150
+38% +$195K 0.27% 75
2024
Q2 		$454K Sell
10,927
-259
-2% -$11.6K 0.16% 112
2024
Q1 		$607K Sell
11,186
-15,990
-59% -$815K 0.22% 91
2023
Q4 		$1.39M Buy
27,176
+15,371
+130% +$807K 0.52% 44
2023
Q3 		$685K Sell
11,805
-1,248
-10% -$76.5K 0.34% 71
2023
Q2 		$835K Sell
13,053
-109
-0.8% -$7.31K 0.37% 58
2023
Q1 		$912K Sell
13,162
-164
-1% -$11.6K 0.47% 50
2022
Q4 		$959K Sell
13,326
-1,699
-11% -$128K 0.55% 43
2022
Q3 		$1.07M Buy
15,025
+1
+0% +$73 0.65% 36
2022
Q2 		$1.16M Hold
15,024
– – 0.7% 37
2022
Q1 		$1.1M Sell
15,024
-564
-4% -$37.9K 0.51% 48
2021
Q4 		$972K Buy
+15,588
New +$914K 0.4% 54

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 Effects's BMY Position: Q1 2026 in Review

Wealth Effects reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q1 2026, selling an estimated $105K and leaving 13,875 shares worth $842K. The position accounts for 0.3% of the portfolio, ranked #71.

Wealth Effects first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wealth Effects held 13,875 shares of Bristol-Myers Squibb worth $842K as of Q1 2026.
  • Wealth Effects sold 1,800 Bristol-Myers Squibb shares in Q1 2026, an estimated $105K.
  • Bristol-Myers Squibb made up 0.3% of Wealth Effects's portfolio in Q1 2026, its #71 holding.
  • Wealth Effects first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Bristol-Myers Squibb position peaked at $1.39M in Q4 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.