1 North Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

1 North Wealth Services’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 Q2	$10.4K	Buy	180 +24	+15%	+$1.38K	﹤0.01%	185
2026 Q1	$9.46K	Hold	156	–	–	﹤0.01%	164
2025 Q4	$8.41K	Hold	156	–	–	﹤0.01%	170
2025 Q3	$7.04K	Hold	156	–	–	﹤0.01%	166
2025 Q2	$7.22K	Hold	156	–	–	﹤0.01%	166
2025 Q1	$9.51K	Buy	+156	New	+$9.09K	﹤0.01%	150
2019 Q4	$55K	Buy	850 +33	+4%	+$1.89K	0.03%	85
2019 Q3	$41K	Buy	+817	New	+$38.4K	0.03%	78
2019 Q1	$39K	Hold	817	–	–	0.03%	77
2018 Q4	$42K	Buy	+817	New	+$43.9K	0.04%	72

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1 North Wealth Services's BMY Position: Q2 2026 in Review

1 North Wealth Services increased its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, buying an estimated $1.38K and bringing the position to 180 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

1 North Wealth Services first reported a position in BMY in Q4 2018 and has held it in 10 quarters since. The position peaked at $55K in Q4 2019. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

1 North Wealth Services held 180 shares of Bristol-Myers Squibb worth $10.4K as of Q2 2026.
1 North Wealth Services bought 24 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.38K.
Bristol-Myers Squibb made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #185 holding.
1 North Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Bristol-Myers Squibb position peaked at $55K in Q4 2019.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.