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Wealthedge Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Wealthedge Investment 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 		– Sell
-13,987
Closed -$755K – 144
2025
Q4 		$755K Sell
13,987
-98,165
-88% -$4.72M 0.28% 77
2025
Q3 		$5.06M Buy
112,152
+15,466
+16% +$722K 1.91% 15
2025
Q2 		$4.48M Buy
+96,686
New +$4.75M 1.86% 15

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

Wealthedge Investment Advisors's BMY Position: Q1 2026 in Review

Wealthedge Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 13,987 shares — an estimated $755K sold.

Wealthedge Investment Advisors first reported a position in BMY in Q2 2025 and held it in 3 quarters. The position peaked at $5.06M in Q3 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Wealthedge Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 13,987 Bristol-Myers Squibb shares in Q1 2026, an estimated $755K.
  • Wealthedge Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2025 and held it in 3 quarters.
  • Wealthedge Investment Advisors's Bristol-Myers Squibb position peaked at $5.06M in Q3 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.