ZF
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Zhang Financial’s Bristol-Myers Squibb BMY Stock Holding History

Zhang Financial’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 		$338K Sell
5,576
-74
-1% -$4.31K 0.01% 291
2025
Q4 		$305K Sell
5,650
-314
-5% -$15.1K 0.01% 271
2025
Q3 		$269K Sell
5,964
-516
-8% -$24.1K 0.01% 273
2025
Q2 		$300K Buy
6,480
+85
+1% +$4.17K 0.01% 245
2025
Q1 		$390K Buy
6,395
+569
+10% +$33.2K 0.02% 220
2024
Q4 		$330K Buy
5,826
+1,732
+42% +$96.8K 0.02% 232
2024
Q3 		$212K Buy
+4,094
New +$192K 0.01% 267
2024
Q2 		– Sell
-3,884
Closed -$211K – 268
2024
Q1 		$211K Sell
3,884
-150
-4% -$7.64K 0.02% 261
2023
Q4 		$207K Sell
4,034
-208
-5% -$10.9K 0.02% 244
2023
Q3 		$246K Sell
4,242
-1,709
-29% -$105K 0.03% 213
2023
Q2 		$381K Sell
5,951
-8,286
-58% -$556K 0.04% 183
2023
Q1 		$987K Buy
14,237
+2,868
+25% +$202K 0.11% 111
2022
Q4 		$818K Buy
11,369
+2,662
+31% +$201K 0.1% 114
2022
Q3 		$619K Buy
8,707
+311
+4% +$22.6K 0.09% 118
2022
Q2 		$647K Buy
8,396
+337
+4% +$25.7K 0.1% 112
2022
Q1 		$589K Buy
8,059
+185
+2% +$12.4K 0.1% 121
2021
Q4 		$491K Buy
7,874
+2,761
+54% +$162K 0.09% 124
2021
Q3 		$303K Buy
5,113
+1,575
+45% +$104K 0.07% 128
2021
Q2 		$236K Buy
3,538
+228
+7% +$14.9K 0.06% 128
2021
Q1 		$209K Hold
3,310
– – 0.06% 125
2020
Q4 		$205K Buy
+3,310
New +$204K 0.06% 107
2020
Q1 		– Sell
-3,285
Closed -$211K – 93
2019
Q4 		$211K Buy
+3,285
New +$188K 0.08% 95
2018
Q1 		– Sell
-3,309
Closed -$205K – 79
2017
Q4 		$205K Buy
+3,309
New +$207K 0.1% 79
2017
Q2 		– Sell
-3,309
Closed -$205K – 79
2017
Q1 		$205K Buy
+3,309
New +$181K 0.1% 76
2016
Q3 		– Sell
-2,810
Closed -$207K – 75
2016
Q2 		$207K Buy
+2,810
New +$199K 0.11% 72

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

Zhang Financial's BMY Position: Q1 2026 in Review

Zhang Financial reduced its Bristol-Myers Squibb (BMY) stake by 1.3% in Q1 2026, selling an estimated $4.31K and leaving 5,576 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #291.

Zhang Financial first reported a position in BMY in Q2 2016 and has held it in 25 quarters since. The position peaked at $987K in Q1 2023. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Zhang Financial held 5,576 shares of Bristol-Myers Squibb worth $338K as of Q1 2026.
  • Zhang Financial sold 74 Bristol-Myers Squibb shares in Q1 2026, an estimated $4.31K.
  • Bristol-Myers Squibb made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #291 holding.
  • Zhang Financial first reported a position in Bristol-Myers Squibb in Q2 2016 and has held it in 25 quarters since.
  • Zhang Financial's Bristol-Myers Squibb position peaked at $987K in Q1 2023.
  • 2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.