Action Point Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Action Point Financial Planning’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	$158K	Buy	+2,749	New	+$158K	0.02%	493

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 $3.37T AUM 44.26% 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

Action Point Financial Planning's BMY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 2,749 shares worth $158K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings.

2,505 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Action Point Financial Planning held 2,749 shares of Bristol-Myers Squibb worth $158K as of Q2 2026.
Bristol-Myers Squibb was a new Action Point Financial Planning position in Q2 2026.
Bristol-Myers Squibb made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #493 holding.
2,505 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.