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WealthShield Partners’s Bristol-Myers Squibb BMY Stock Holding History

WealthShield Partners’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 		$701K Buy
11,565
+658
+6% +$38.4K 0.08% 218
2025
Q4 		$588K Buy
10,907
+759
+7% +$36.5K 0.06% 227
2025
Q3 		$458K Sell
10,148
-35
-0.3% -$1.64K 0.05% 245
2025
Q2 		$471K Sell
10,183
-580
-5% -$28.5K 0.06% 240
2025
Q1 		$656K Buy
10,763
+82
+0.8% +$4.78K 0.08% 201
2024
Q4 		$604K Buy
10,681
+53
+0.5% +$2.96K 0.09% 197
2024
Q3 		$550K Buy
10,628
+1,363
+15% +$63.9K 0.07% 206
2024
Q2 		$385K Buy
9,265
+92
+1% +$4.12K 0.06% 223
2024
Q1 		$497K Sell
9,173
-511
-5% -$26K 0.08% 194
2023
Q4 		$497K Sell
9,684
-856
-8% -$44.9K 0.08% 199
2023
Q3 		$612K Buy
10,540
+7
+0.1% +$429 0.09% 190
2023
Q2 		$674K Sell
10,533
-199
-2% -$13.3K 0.1% 183
2023
Q1 		$744K Sell
10,732
-194
-2% -$13.7K 0.12% 177
2022
Q4 		$786K Buy
10,926
+1,056
+11% +$79.6K 0.15% 162
2022
Q3 		$702K Sell
9,870
-7
-0.1% -$508 0.14% 166
2022
Q2 		$766K Buy
9,877
+33
+0.3% +$2.51K 0.15% 160
2022
Q1 		$724K Sell
9,844
-4,640
-32% -$312K 0.12% 186
2021
Q4 		$903K Buy
+14,484
New +$850K 0.15% 147
2021
Q3 		– Sell
-2,606
Closed -$174K – 294
2021
Q2 		$174K Buy
2,606
+701
+37% +$45.7K 0.03% 281
2021
Q1 		$120K Sell
1,905
-5,344
-74% -$332K 0.02% 315
2020
Q4 		$450K Buy
7,249
+2,400
+49% +$148K 0.08% 186
2020
Q3 		$292K Buy
+4,849
New +$292K 0.1% 195

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

WealthShield Partners's BMY Position: Q1 2026 in Review

WealthShield Partners increased its Bristol-Myers Squibb (BMY) stake by 6% in Q1 2026, buying an estimated $38.4K and bringing the position to 11,565 shares worth $701K. The position accounts for 0.08% of the portfolio, ranked #218.

WealthShield Partners first reported a position in BMY in Q3 2020 and has held it in 22 quarters since. The position peaked at $903K in Q4 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • WealthShield Partners held 11,565 shares of Bristol-Myers Squibb worth $701K as of Q1 2026.
  • WealthShield Partners bought 658 Bristol-Myers Squibb shares in Q1 2026, an estimated $38.4K.
  • Bristol-Myers Squibb made up 0.08% of WealthShield Partners's portfolio in Q1 2026, its #218 holding.
  • WealthShield Partners first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 22 quarters since.
  • WealthShield Partners's Bristol-Myers Squibb position peaked at $903K in Q4 2021.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.