Westshore Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Westshore Wealth’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	$477K	Buy	+7,860	New	+$458K	0.17%	51
2023 Q4	–	Sell	-3,667	Closed	-$213K	–	97
2023 Q3	$213K	Sell	3,667 -553	-13%	-$33.9K	0.12%	83
2023 Q2	$270K	Buy	4,220 +562	+15%	+$37.7K	0.14%	77
2023 Q1	$254K	Buy	3,658 +151	+4%	+$10.7K	0.13%	86
2022 Q4	$252K	Hold	3,507	–	–	0.14%	86
2022 Q3	$249K	Hold	3,507	–	–	0.17%	70
2022 Q2	$270K	Buy	3,507 +29	+0.8%	+$2.21K	0.18%	67
2022 Q1	$254K	Buy	3,478 +76	+2%	+$5.1K	0.17%	80
2021 Q4	$212K	Sell	3,402 -300	-8%	-$17.6K	0.15%	83
2021 Q3	$219K	Sell	3,702 -3,823	-51%	-$252K	0.18%	72
2021 Q2	$503K	Buy	7,525 +832	+12%	+$54.3K	0.26%	68
2021 Q1	$423K	Buy	+6,693	New	+$416K	0.24%	74

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

Westshore Wealth's BMY Position: Q1 2026 in Review

Westshore Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 7,860 shares worth $477K. The stake represents 0.17% of the portfolio and ranks #51 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in BMY as recently as Q3 2023.

Westshore Wealth first reported a position in BMY in Q1 2021 and has held it in 12 quarters since. The position peaked at $503K in Q2 2021. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Westshore Wealth held 7,860 shares of Bristol-Myers Squibb worth $477K as of Q1 2026.
Bristol-Myers Squibb was a new Westshore Wealth position in Q1 2026.
Bristol-Myers Squibb made up 0.17% of Westshore Wealth's portfolio in Q1 2026, its #51 holding.
Westshore Wealth first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 12 quarters since.
Westshore Wealth's Bristol-Myers Squibb position peaked at $503K in Q2 2021.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.