WealthPlan Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

WealthPlan Investment Management’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	$637K	Buy	10,495 +377	+4%	+$22K	0.04%	273
2025 Q4	$546K	Buy	10,118 +2,142	+27%	+$103K	0.03%	248
2025 Q3	$360K	Sell	7,976 -3,026	-28%	-$141K	0.02%	251
2025 Q2	$509K	Buy	11,002 +4,167	+61%	+$205K	0.04%	237
2025 Q1	$417K	Buy	6,835 +300	+5%	+$17.5K	0.04%	188
2024 Q4	$370K	Buy	6,535 +115	+2%	+$6.42K	0.04%	201
2024 Q3	$332K	Hold	6,420	–	–	0.03%	191
2024 Q2	$267K	Sell	6,420 -300	-4%	-$13.4K	0.04%	162
2024 Q1	$364K	Sell	6,720 -100	-1%	-$5.09K	0.06%	140
2023 Q4	$350K	Buy	6,820 +100	+1%	+$5.25K	0.06%	143
2023 Q3	$390K	Buy	6,720 +700	+12%	+$42.9K	0.07%	130
2023 Q2	$385K	Sell	6,020 -818	-12%	-$54.9K	0.11%	105
2023 Q1	$474K	Sell	6,838 -3,404	-33%	-$240K	0.08%	118
2022 Q4	$749K	Buy	10,242 +1,165	+13%	+$87.8K	0.05%	205
2022 Q3	$726K	Buy	+9,077	New	+$658K	0.05%	193
2022 Q1	$760K	Buy	+10,097	New	+$678K	0.05%	199

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

WealthPlan Investment Management's BMY Position: Q1 2026 in Review

WealthPlan Investment Management increased its Bristol-Myers Squibb (BMY) stake by 3.7% in Q1 2026, buying an estimated $22K and bringing the position to 10,495 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #273.

WealthPlan Investment Management first reported a position in BMY in Q1 2022 and has held it in 16 quarters since. The position peaked at $760K in Q1 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

WealthPlan Investment Management held 10,495 shares of Bristol-Myers Squibb worth $637K as of Q1 2026.
WealthPlan Investment Management bought 377 Bristol-Myers Squibb shares in Q1 2026, an estimated $22K.
Bristol-Myers Squibb made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #273 holding.
WealthPlan Investment Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Bristol-Myers Squibb position peaked at $760K in Q1 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.