Bristol Myers Squibb (BMY) Stock Concentration Calculator
Calculator · free · no signup · BMYQuantify Bristol Myers Squibb concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Bristol Myers Squibb
Bristol Myers Squibb (BMY) is a public Pharma/Biotech company, incorporated in Delaware and headquartered in Princeton, NJ.
Last close: $66.05 per share (as of 2026-08-19).
Equity grants at Bristol Myers Squibb typically include restricted stock units (RSUs).
Bristol-Myers Squibb Company, doing business as Bristol Myers Squibb, is an American multinational pharmaceutical company headquartered in Princeton, New Jersey. The company's primary products are apixaban (Eliquis) for people with atrial fibrillation ; nivolumab (Opdivo), used to treat certain types of cancer ; lenalidomide (Revlimid), used to treat multiple myeloma, smoldering myeloma, and myelodysplastic syndromes ; abatacept (Orencia), used to treat autoimmune diseases such as rheumatoid arthritis ; pomalidomide (Pomalyst/Imnovid), an anti-cancer medication used for the treatment of multiple myeloma and AIDS-related Kaposi sarcoma ; ipilimumab (Yervoy), to treat cancer ; and luspatercept (Reblozyl) for the treatment of anemia in beta thalassemia and myelodysplastic syndromes. In 2025, 69% of the company's revenues came from the United States.
Source: Wikipedia (CC BY-SA 4.0)
The modern company came from the 1989 merger of Bristol-Myers and Squibb, and its scale today rests on the 2019 acquisition of Celgene, which added Revlimid and the cell-therapy programs. The defining problem is patent expiry: Revlimid and Eliquis both face erosion, and the pipeline has to replace revenue on a schedule set by the calendar rather than by science. Business development is therefore structural rather than opportunistic. Immunology and oncology remain the therapeutic centers of gravity. Headquarters are in Princeton, New Jersey.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Bristol Myers Squibb.
If a meaningful share of your net worth sits in BMY, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with BMY's option-implied volatility.
Example: 5,000 BMY shares at $66.05 is a $330,250 position. A 30% drawdown costs $99,075; a 50% drawdown costs $165,125; a 70% drawdown costs $231,175. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using BMY's option-implied volatility and your cost basis.
All Bristol Myers Squibb tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Bristol Myers Squibb equity questions
- How much BMY stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your BMY position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Bristol Myers Squibb grant ISOs, NSOs, or RSUs?
- Equity compensation at Bristol Myers Squibb typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Bristol Myers Squibb equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.