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William B. Walkup & Associates’s Bristol-Myers Squibb BMY Stock Holding History

William B. Walkup & Associates’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 		$301K Sell
4,936
-1,713
-26% -$99.9K 0.18% 75
2025
Q4 		$359K Buy
6,649
+879
+15% +$42.3K 0.2% 73
2025
Q3 		$260K Buy
5,770
+149
+3% +$6.96K 0.14% 78
2025
Q2 		$260K Buy
5,621
+685
+14% +$33.6K 0.15% 78
2025
Q1 		$301K Buy
4,936
+355
+8% +$20.7K 0.18% 74
2024
Q4 		$259K Buy
4,581
+402
+10% +$22.5K 0.16% 78
2024
Q3 		$216K Buy
4,179
+543
+15% +$25.5K 0.13% 80
2024
Q2 		$151K Buy
+3,636
New +$163K 0.1% 86

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

William B. Walkup & Associates's BMY Position: Q1 2026 in Review

William B. Walkup & Associates reduced its Bristol-Myers Squibb (BMY) stake by 26% in Q1 2026, selling an estimated $99.9K and leaving 4,936 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #75.

William B. Walkup & Associates first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $359K in Q4 2025. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • William B. Walkup & Associates held 4,936 shares of Bristol-Myers Squibb worth $301K as of Q1 2026.
  • William B. Walkup & Associates sold 1,713 Bristol-Myers Squibb shares in Q1 2026, an estimated $99.9K.
  • Bristol-Myers Squibb made up 0.18% of William B. Walkup & Associates's portfolio in Q1 2026, its #75 holding.
  • William B. Walkup & Associates first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
  • William B. Walkup & Associates's Bristol-Myers Squibb position peaked at $359K in Q4 2025.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on William B. Walkup & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.