Aaron Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Aaron Wealth 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 Q2	$5.76M	Buy	99,879 +1,182	+1%	+$67.9K	0.29%	42
2026 Q1	$5.99M	Buy	98,697 +288	+0.3%	+$16.8K	0.34%	36
2025 Q4	$5.31M	Buy	98,409 +2,365	+2%	+$114K	0.29%	40
2025 Q3	$4.33M	Buy	96,044 +6,815	+8%	+$318K	0.26%	46
2025 Q2	$4.13M	Sell	89,229 -1,706	-2%	-$83.7K	0.42%	35
2025 Q1	$5.55M	Buy	90,935 +535	+0.6%	+$31.2K	0.64%	26
2024 Q4	$5.11M	Buy	90,400 +2,207	+3%	+$123K	0.59%	27
2024 Q3	$4.56M	Buy	88,193 +3,741	+4%	+$175K	0.54%	28
2024 Q2	$3.51M	Sell	84,452 -117	-0.1%	-$5.24K	0.49%	32
2024 Q1	$4.59M	Buy	84,569 +837	+1%	+$42.6K	0.66%	23
2023 Q4	$4.3M	Sell	83,732 -50,349	-38%	-$2.64M	0.71%	21
2023 Q3	$7.78M	Buy	134,081 +31,622	+31%	+$1.94M	1%	17
2023 Q2	$6.55M	Sell	102,459 -162	-0.2%	-$10.9K	0.85%	22
2023 Q1	$7.11M	Sell	102,621 -1,864	-2%	-$131K	0.98%	21
2022 Q4	$7.52M	Buy	104,485 +83,635	+401%	+$6.31M	1.1%	19
2022 Q3	$1.48M	Sell	20,850 -1,000	-5%	-$72.5K	0.27%	63
2022 Q2	$1.68M	Buy	21,850 +2,698	+14%	+$205K	0.42%	45
2022 Q1	$1.4M	Buy	19,152 +387	+2%	+$26K	0.32%	47
2021 Q4	$1.17M	Buy	18,765 +727	+4%	+$42.6K	0.33%	45
2021 Q3	$1.07M	Sell	18,038 -431	-2%	-$28.4K	0.3%	45
2021 Q2	$1.23M	Buy	18,469 +53	+0.3%	+$3.46K	0.41%	40
2021 Q1	$1.16M	Sell	18,416 -250	-1%	-$15.6K	0.43%	43
2020 Q4	$1.16M	Buy	+18,666	New	+$1.15M	0.42%	44

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

Aaron Wealth Advisors's BMY Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.2% in Q2 2026, buying an estimated $67.9K and bringing the position to 99,879 shares worth $5.76M. The position accounts for 0.29% of the portfolio, ranked #42.

Aaron Wealth Advisors first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.78M in Q3 2023. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Aaron Wealth Advisors held 99,879 shares of Bristol-Myers Squibb worth $5.76M as of Q2 2026.
Aaron Wealth Advisors bought 1,182 Bristol-Myers Squibb shares in Q2 2026, an estimated $67.9K.
Bristol-Myers Squibb made up 0.29% of Aaron Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Aaron Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
Aaron Wealth Advisors's Bristol-Myers Squibb position peaked at $7.78M in Q3 2023.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.