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

Acumen 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 		– Sell
-200
Closed -$12.1K – 498
2026
Q1 		$12.1K Hold
200
– – ﹤0.01% 278
2025
Q4 		$10.8K Buy
+200
New +$9.62K ﹤0.01% 289

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Acumen Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 200 shares — an estimated $12.1K sold.

Acumen Wealth Advisors first reported a position in BMY in Q4 2025 and held it in 2 quarters. The position peaked at $12.1K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Acumen Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 200 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.1K.
  • Acumen Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 2 quarters.
  • Acumen Wealth Advisors's Bristol-Myers Squibb position peaked at $12.1K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.