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

Wealth Quarterback’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	$1.64M	Sell	27,102 -5,720	-17%	-$333K	0.65%	36
2025 Q4	$1.77M	Buy	32,822 +3,080	+10%	+$148K	0.64%	29
2025 Q3	$1.34M	Buy	29,742 +4,299	+17%	+$201K	0.52%	39
2025 Q2	$1.18M	Buy	25,443 +7,603	+43%	+$373K	0.56%	39
2025 Q1	$1.09M	Sell	17,840 -1,087	-6%	-$63.4K	0.61%	39
2024 Q4	$1.07M	Buy	18,927 +443	+2%	+$24.8K	0.5%	41
2024 Q3	$956K	Sell	18,484 -899	-5%	-$42.2K	0.5%	45
2024 Q2	$805K	Buy	+19,383	New	+$867K	0.46%	46
2021 Q3	$99K	Buy	1,747 +110	+7%	+$7.24K	0.07%	161
2021 Q2	$110K	Buy	+1,637	New	+$107K	0.07%	163
2020 Q2	–	Sell	-1,381	Closed	-$77K	–	186
2020 Q1	$77K	Sell	1,381 -6,870	-83%	-$420K	0.07%	174
2019 Q4	$116K	Buy	+8,251	New	+$473K	0.1%	148

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

Wealth Quarterback's BMY Position: Q1 2026 in Review

Wealth Quarterback reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q1 2026, selling an estimated $333K and leaving 27,102 shares worth $1.64M. The position accounts for 0.65% of the portfolio, ranked #36.

Wealth Quarterback first reported a position in BMY in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.77M in Q4 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Wealth Quarterback held 27,102 shares of Bristol-Myers Squibb worth $1.64M as of Q1 2026.
Wealth Quarterback sold 5,720 Bristol-Myers Squibb shares in Q1 2026, an estimated $333K.
Bristol-Myers Squibb made up 0.65% of Wealth Quarterback's portfolio in Q1 2026, its #36 holding.
Wealth Quarterback first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 12 quarters since.
Wealth Quarterback's Bristol-Myers Squibb position peaked at $1.77M in Q4 2025.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.