AWMM
BMY icon

Aegis Wealth Management (Maryland)’s Bristol-Myers Squibb BMY Stock Holding History

Aegis Wealth Management (Maryland)’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 		$307K Buy
+5,321
New +$306K 0.14% 125
2026
Q1 		– Sell
-6,049
Closed -$326K – 119
2025
Q4 		$326K Buy
6,049
+11
+0.2% +$529 0.18% 87
2025
Q3 		$272K Buy
+6,038
New +$282K 0.15% 104

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

Aegis Wealth Management (Maryland)'s BMY Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 5,321 shares worth $307K. The stake represents 0.14% of the portfolio and ranks #125 among its holdings. This is a return to the name: Aegis Wealth Management (Maryland) previously reported a position in BMY as recently as Q4 2025.

Aegis Wealth Management (Maryland) first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 2,501 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 5,321 shares of Bristol-Myers Squibb worth $307K as of Q2 2026.
  • Bristol-Myers Squibb was a new Aegis Wealth Management (Maryland) position in Q2 2026.
  • Bristol-Myers Squibb made up 0.14% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #125 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Maryland)'s Bristol-Myers Squibb position peaked at $326K in Q4 2025.
  • 2,501 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.