WT Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

WT Wealth Management’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	-4,150	Closed	-$224K	–	139
2025 Q4	$224K	Sell	4,150 -1,930	-32%	-$92.8K	0.06%	122
2025 Q3	$274K	Hold	6,080	–	–	0.08%	107
2025 Q2	$281K	Hold	6,080	–	–	0.08%	116
2025 Q1	$371K	Hold	6,080	–	–	0.12%	98
2024 Q4	$344K	Hold	6,080	–	–	0.11%	103
2024 Q3	$324K	Hold	6,080	–	–	0.1%	101
2024 Q2	$253K	Hold	6,080	–	–	0.09%	101
2024 Q1	$330K	Hold	6,080	–	–	0.12%	90
2023 Q4	$312K	Buy	6,080 +650	+12%	+$34.1K	0.12%	90
2023 Q3	$315K	Hold	5,430	–	–	0.14%	89
2023 Q2	$347K	Hold	5,430	–	–	0.14%	91
2023 Q1	$376K	Buy	+5,430	New	+$383K	0.16%	92
2020 Q1	–	Sell	-5,630	Closed	-$361K	–	67
2019 Q4	$361K	Hold	5,630	–	–	0.27%	66
2019 Q3	$285K	Buy	+5,630	New	+$265K	0.25%	68

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

WT Wealth Management's BMY Position: Q1 2026 in Review

WT Wealth Management sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 4,150 shares — an estimated $224K sold.

WT Wealth Management first reported a position in BMY in Q3 2019 and held it in 14 quarters. The position peaked at $376K in Q1 2023. 2,519 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

WT Wealth Management reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
WT Wealth Management sold 4,150 Bristol-Myers Squibb shares in Q1 2026, an estimated $224K.
WT Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2019 and held it in 14 quarters.
WT Wealth Management's Bristol-Myers Squibb position peaked at $376K in Q1 2023.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.