Wealthspire Advisors (New York)’s Bristol-Myers Squibb BMY Stock Holding History

Wealthspire Advisors (New York)’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	$2.25M	Sell	37,167 -3,450	-8%	-$201K	0.02%	273
2025 Q4	$2.19M	Buy	40,617 +14,898	+58%	+$717K	0.02%	279
2025 Q3	$1.16M	Sell	25,719 -32,443	-56%	-$1.52M	0.01%	362
2025 Q2	$2.69M	Sell	58,162 -982	-2%	-$48.2K	0.02%	236
2025 Q1	$3.61M	Buy	59,144 +30,465	+106%	+$1.78M	0.02%	186
2024 Q4	$1.62M	Buy	28,679 +170	+0.6%	+$9.5K	0.02%	278
2024 Q3	$1.48M	Buy	28,509 +1,286	+5%	+$60.3K	0.02%	301
2024 Q2	$1.13M	Sell	27,223 -1,464	-5%	-$65.5K	0.01%	299
2024 Q1	$1.56M	Sell	28,687 -6,714	-19%	-$342K	0.02%	240
2023 Q4	$1.82M	Buy	35,401 +5,962	+20%	+$313K	0.03%	211
2023 Q3	$1.71M	Buy	29,439 +4,878	+20%	+$299K	0.03%	189
2023 Q2	$1.57M	Sell	24,561 -2,522	-9%	-$169K	0.03%	177
2023 Q1	$1.88M	Sell	27,083 -4,398	-14%	-$310K	0.03%	162
2022 Q4	$2.27M	Buy	31,481 +3,621	+13%	+$273K	0.04%	140
2022 Q3	$1.98M	Buy	27,860 +5,123	+23%	+$372K	0.04%	144
2022 Q2	$1.75M	Buy	22,737 +4,833	+27%	+$368K	0.04%	154
2022 Q1	$1.31M	Sell	17,904 -6,067	-25%	-$407K	0.03%	165
2021 Q4	$1.5M	Buy	23,971 +1,765	+8%	+$104K	0.03%	175
2021 Q3	$1.31M	Buy	22,206 +16,152	+267%	+$1.06M	0.03%	214
2021 Q2	$405K	Sell	6,054 -34,236	-85%	-$2.23M	0.01%	251
2021 Q1	$2.54M	Buy	40,290 +8,700	+28%	+$541K	0.06%	148
2020 Q4	$1.96M	Buy	31,590 +10,089	+47%	+$620K	0.06%	140
2020 Q3	$1.3M	Buy	21,501 +3,611	+20%	+$217K	0.08%	108
2020 Q2	$1.05M	Sell	17,890 -18,515	-51%	-$1.11M	0.07%	103
2020 Q1	$2.03M	Buy	36,405 +27,128	+292%	+$1.66M	0.09%	122
2019 Q4	$595K	Buy	9,277 +4,360	+89%	+$250K	0.04%	93
2019 Q3	$249K	Buy	+4,917	New	+$231K	0.02%	135
2019 Q1	–	Sell	-1,064	Closed	-$55K	–	146
2018 Q4	$55K	Buy	+1,064	New	+$57.2K	0.01%	170

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

Wealthspire Advisors (New York)'s BMY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Bristol-Myers Squibb (BMY) stake by 8.5% in Q1 2026, selling an estimated $201K and leaving 37,167 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #273.

Wealthspire Advisors (New York) first reported a position in BMY in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.61M in Q1 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Wealthspire Advisors (New York) held 37,167 shares of Bristol-Myers Squibb worth $2.25M as of Q1 2026.
Wealthspire Advisors (New York) sold 3,450 Bristol-Myers Squibb shares in Q1 2026, an estimated $201K.
Bristol-Myers Squibb made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #273 holding.
Wealthspire Advisors (New York) first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Bristol-Myers Squibb position peaked at $3.61M in Q1 2025.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.