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World Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

World Investment Advisors’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 		$3.63M Sell
59,911
-4,560
-7% -$266K 0.06% 332
2025
Q4 		$3.48M Buy
64,471
+7,977
+14% +$384K 0.06% 337
2025
Q3 		$2.55M Buy
56,494
+1,821
+3% +$85K 0.05% 355
2025
Q2 		$2.53M Sell
54,673
-4,206
-7% -$206K 0.06% 335
2025
Q1 		$3.59M Buy
58,879
+3,190
+6% +$186K 0.09% 255
2024
Q4 		$3.15M Buy
55,689
+11,583
+26% +$647K 0.09% 263
2024
Q3 		$2.28M Buy
44,106
+6,954
+19% +$326K 0.07% 277
2024
Q2 		$1.54M Buy
37,152
+33,794
+1,006% +$1.51M 0.1% 188
2024
Q1 		$220K Sell
3,358
-1,610
-32% -$82K 0.03% 364
2023
Q4 		$255K Buy
+4,968
New +$261K 0.03% 332

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

World Investment Advisors's BMY Position: Q1 2026 in Review

World Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 7.1% in Q1 2026, selling an estimated $266K and leaving 59,911 shares worth $3.63M. The position accounts for 0.06% of the portfolio, ranked #332.

World Investment Advisors first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • World Investment Advisors held 59,911 shares of Bristol-Myers Squibb worth $3.63M as of Q1 2026.
  • World Investment Advisors sold 4,560 Bristol-Myers Squibb shares in Q1 2026, an estimated $266K.
  • Bristol-Myers Squibb made up 0.06% of World Investment Advisors's portfolio in Q1 2026, its #332 holding.
  • World Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.