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

Winnow 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	–	Sell	-67	Closed	-$3.62K	–	179
2025 Q4	$3.62K	Buy	+67	New	+$3.22K	﹤0.01%	310
2025 Q3	–	Sell	-2,312	Closed	-$107K	–	584
2025 Q2	$107K	Buy	2,312 +2,247	+3,457%	+$110K	0.08%	66
2025 Q1	$3.96K	Buy	65 +21	+48%	+$1.22K	﹤0.01%	257
2024 Q4	$2.44K	Buy	+44	New	+$2.46K	﹤0.01%	256

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

Winnow Wealth's BMY Position: Q1 2026 in Review

Winnow Wealth sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 67 shares — an estimated $3.62K sold.

Winnow Wealth first reported a position in BMY in Q4 2024 and held it in 4 quarters. The position peaked at $107K in Q2 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Winnow Wealth reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 67 Bristol-Myers Squibb shares in Q1 2026, an estimated $3.62K.
Winnow Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Bristol-Myers Squibb position peaked at $107K in Q2 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

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