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WealthCollab’s Bristol-Myers Squibb BMY Stock Holding History

WealthCollab’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 		$2.25K Hold
37
– – ﹤0.01% 825
2025
Q4 		$2K Hold
37
– – ﹤0.01% 885
2025
Q3 		$1.67K Buy
+37
New +$1.73K ﹤0.01% 861
2025
Q2 		– Sell
-177
Closed -$10.8K – 963
2025
Q1 		$10.8K Buy
177
+98
+124% +$5.71K 0.01% 454
2024
Q4 		$4.47K Hold
79
– – ﹤0.01% 617
2024
Q3 		$4.09K Sell
79
-282
-78% -$13.2K ﹤0.01% 657
2024
Q2 		$15K Sell
361
-192
-35% -$8.59K 0.01% 350
2024
Q1 		$30K Buy
553
+502
+984% +$25.6K 0.02% 224
2023
Q4 		$2.62K Buy
+51
New +$2.68K ﹤0.01% 696

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

WealthCollab's BMY Position: Q1 2026 in Review

WealthCollab held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 37 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

WealthCollab first reported a position in BMY in Q4 2023 and has held it in 9 quarters since. The position peaked at $30K in Q1 2024. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • WealthCollab held 37 shares of Bristol-Myers Squibb worth $2.25K as of Q1 2026.
  • WealthCollab left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #825 holding.
  • WealthCollab first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 9 quarters since.
  • WealthCollab's Bristol-Myers Squibb position peaked at $30K in Q1 2024.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.