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Western Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Western Wealth 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 		$1.34M Sell
22,129
-244
-1% -$14.2K 0.05% 357
2025
Q4 		$1.21M Sell
22,373
-439
-2% -$21.1K 0.06% 305
2025
Q3 		$1.03M Buy
22,812
+139
+0.6% +$6.49K 0.05% 301
2025
Q2 		$1.05M Buy
22,673
+2,923
+15% +$143K 0.06% 266
2025
Q1 		$1.2M Sell
19,750
-236
-1% -$13.8K 0.08% 220
2024
Q4 		$1.13M Buy
19,986
+7
+0% +$391 0.07% 228
2024
Q3 		$1.03M Sell
19,979
-3,779
-16% -$177K 0.06% 304
2024
Q2 		$987K Sell
23,758
-2,545
-10% -$114K 0.07% 235
2024
Q1 		$1.43M Buy
26,303
+11,681
+80% +$595K 0.11% 171
2023
Q4 		$750K Sell
14,622
-3,258
-18% -$171K 0.05% 331
2023
Q3 		$1.04M Sell
17,880
-2,881
-14% -$177K 0.09% 241
2023
Q2 		$1.33M Sell
20,761
-1,123
-5% -$75.3K 0.11% 183
2023
Q1 		$1.52M Sell
21,884
-1,104
-5% -$77.9K 0.14% 166
2022
Q4 		$1.65M Sell
22,988
-21,646
-48% -$1.63M 0.17% 147
2022
Q3 		$3.17M Buy
44,634
+10,732
+32% +$779K 0.18% 123
2022
Q2 		$2.62M Sell
33,902
-694
-2% -$52.9K 0.15% 150
2022
Q1 		$2.53M Buy
34,596
+18,078
+109% +$1.21M 0.12% 168
2021
Q4 		$1.02M Buy
+16,518
New +$969K 0.1% 190
2021
Q2 		$1.03M Buy
15,403
+47
+0.3% +$3.06K 0.11% 202
2021
Q1 		$969K Buy
15,356
+547
+4% +$34K 0.13% 166
2020
Q4 		$919K Sell
14,809
-2,283
-13% -$140K 0.13% 169
2020
Q3 		$879K Buy
17,092
+2,404
+16% +$145K 0.14% 161
2020
Q2 		$864K Sell
14,688
-329
-2% -$19.7K 0.16% 145
2020
Q1 		$837K Buy
15,017
+5,029
+50% +$307K 0.19% 121
2019
Q4 		$641K Buy
9,988
+3,780
+61% +$216K 0.1% 200
2019
Q3 		$312K Buy
6,208
+294
+5% +$13.8K 0.06% 282
2019
Q2 		$268K Sell
5,914
-253
-4% -$11.8K 0.04% 324
2019
Q1 		$294K Buy
6,167
+4
+0.1% +$199 0.07% 294
2018
Q4 		$320K Buy
+6,163
New +$331K 0.09% 241

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

Western Wealth Management's BMY Position: Q1 2026 in Review

Western Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 1.1% in Q1 2026, selling an estimated $14.2K and leaving 22,129 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #357.

Western Wealth Management first reported a position in BMY in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.17M in Q3 2022. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Western Wealth Management held 22,129 shares of Bristol-Myers Squibb worth $1.34M as of Q1 2026.
  • Western Wealth Management sold 244 Bristol-Myers Squibb shares in Q1 2026, an estimated $14.2K.
  • Bristol-Myers Squibb made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #357 holding.
  • Western Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Bristol-Myers Squibb position peaked at $3.17M in Q3 2022.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.