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Westbourne Investments’s Bristol-Myers Squibb BMY Stock Holding History

Westbourne Investments’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 		$257K Sell
4,241
-134
-3% -$7.81K 0.12% 121
2025
Q4 		$236K Buy
+4,375
New +$210K 0.11% 124
2025
Q2 		– Sell
-35,495
Closed -$2.16M – 145
2025
Q1 		$2.16M Buy
35,495
+22,665
+177% +$1.32M 1.31% 22
2024
Q4 		$726K Buy
+12,830
New +$717K 0.43% 59

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

Westbourne Investments's BMY Position: Q1 2026 in Review

Westbourne Investments reduced its Bristol-Myers Squibb (BMY) stake by 3.1% in Q1 2026, selling an estimated $7.81K and leaving 4,241 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #121.

Westbourne Investments first reported a position in BMY in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.16M in Q1 2025. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Westbourne Investments held 4,241 shares of Bristol-Myers Squibb worth $257K as of Q1 2026.
  • Westbourne Investments sold 134 Bristol-Myers Squibb shares in Q1 2026, an estimated $7.81K.
  • Bristol-Myers Squibb made up 0.12% of Westbourne Investments's portfolio in Q1 2026, its #121 holding.
  • Westbourne Investments first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 4 quarters since.
  • Westbourne Investments's Bristol-Myers Squibb position peaked at $2.16M in Q1 2025.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.