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Wealth Preservation Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Wealth Preservation Advisors’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 		$154K Buy
2,543
+147
+6% +$8.57K 0.13% 78
2025
Q4 		$129K Buy
2,396
+12
+0.5% +$577 0.07% 117
2025
Q3 		$108K Sell
2,384
-33
-1% -$1.54K 0.06% 128
2025
Q2 		$112K Hold
2,417
– – 0.07% 124
2025
Q1 		$147K Buy
+2,417
New +$141K 0.11% 96

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 Preservation Advisors's BMY Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Bristol-Myers Squibb (BMY) stake by 6.1% in Q1 2026, buying an estimated $8.57K and bringing the position to 2,543 shares worth $154K. The position accounts for 0.13% of the portfolio, ranked #78.

Wealth Preservation Advisors first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wealth Preservation Advisors held 2,543 shares of Bristol-Myers Squibb worth $154K as of Q1 2026.
  • Wealth Preservation Advisors bought 147 Bristol-Myers Squibb shares in Q1 2026, an estimated $8.57K.
  • Bristol-Myers Squibb made up 0.13% of Wealth Preservation Advisors's portfolio in Q1 2026, its #78 holding.
  • Wealth Preservation Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.