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Widmann Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Widmann Financial Services’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 		$544K Hold
8,966
– – 0.32% 70
2025
Q4 		$484K Buy
8,966
+156
+2% +$7.5K 0.3% 71
2025
Q3 		$397K Sell
8,810
-56
-0.6% -$2.62K 0.25% 76
2025
Q2 		$410K Hold
8,866
– – 0.29% 70
2025
Q1 		$541K Buy
8,866
+910
+11% +$53K 0.42% 58
2024
Q4 		$450K Buy
7,956
+370
+5% +$20.7K 0.35% 61
2024
Q3 		$393K Sell
7,586
-75
-1% -$3.52K 0.3% 67
2024
Q2 		$318K Sell
7,661
-220
-3% -$9.84K 0.26% 69
2024
Q1 		$427K Sell
7,881
-200
-2% -$10.2K 0.36% 53
2023
Q4 		$415K Sell
8,081
-1,035
-11% -$54.3K 0.37% 52
2023
Q3 		$529K Buy
9,116
+800
+10% +$49K 0.53% 52
2023
Q2 		$532K Hold
8,316
– – 0.51% 51
2023
Q1 		$576K Sell
8,316
-150
-2% -$10.6K 0.58% 50
2022
Q4 		$609K Sell
8,466
-26
-0.3% -$1.96K 0.64% 48
2022
Q3 		$604K Sell
8,492
-100
-1% -$7.25K 0.67% 50
2022
Q2 		$661K Sell
8,592
-120
-1% -$9.14K 0.68% 51
2022
Q1 		$636K Buy
8,712
+76
+0.9% +$5.1K 0.56% 50
2021
Q4 		$538K Buy
+8,636
New +$507K 0.44% 51

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

Widmann Financial Services's BMY Position: Q1 2026 in Review

Widmann Financial Services held its Bristol-Myers Squibb (BMY) position steady in Q1 2026 at 8,966 shares worth $544K. The position accounts for 0.32% of the portfolio, ranked #70.

Widmann Financial Services first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $661K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Widmann Financial Services held 8,966 shares of Bristol-Myers Squibb worth $544K as of Q1 2026.
  • Widmann Financial Services left its Bristol-Myers Squibb share count unchanged in Q1 2026.
  • Bristol-Myers Squibb made up 0.32% of Widmann Financial Services's portfolio in Q1 2026, its #70 holding.
  • Widmann Financial Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Bristol-Myers Squibb position peaked at $661K in Q2 2022.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.