Adams Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$810K Buy
14,065
+2,998
+27% +$172K 0.16% 82
2026
Q1
$671K Buy
11,067
+539
+5% +$31.4K 0.15% 78
2025
Q4
$568K Sell
10,528
-706
-6% -$34K 0.12% 85
2025
Q3
$507K Sell
11,234
-680
-6% -$31.8K 0.11% 94
2025
Q2
$551K Buy
+11,914
New +$585K 0.11% 91
2020
Q4
– Sell
-2,062
Closed -$124K – 102
2020
Q3
$124K Buy
+2,062
New +$124K 0.1% 71

Other funds holding BMY

Adams Wealth Management's BMY Position: Q2 2026 in Review

Adams Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 27% in Q2 2026, buying an estimated $172K and bringing the position to 14,065 shares worth $810K. The position accounts for 0.16% of the portfolio, ranked #82.

Adams Wealth Management first reported a position in BMY in Q3 2020 and has held it in 6 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Adams Wealth Management held 14,065 shares of Bristol-Myers Squibb worth $810K as of Q2 2026.
  • Adams Wealth Management bought 2,998 Bristol-Myers Squibb shares in Q2 2026, an estimated $172K.
  • Bristol-Myers Squibb made up 0.16% of Adams Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Adams Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 6 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.