Alliance Private Wealth’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
$916K Sell
15,897
-1,110
-7% -$63.7K 0.32% 60
2026
Q1
$1.03M Buy
17,007
+326
+2% +$19K 0.37% 56
2025
Q4
$934K Buy
+16,681
New +$802K 0.32% 63

Other funds holding BMY

Alliance Private Wealth's BMY Position: Q2 2026 in Review

Alliance Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 6.5% in Q2 2026, selling an estimated $63.7K and leaving 15,897 shares worth $916K. The position accounts for 0.32% of the portfolio, ranked #60.

Alliance Private Wealth first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Alliance Private Wealth held 15,897 shares of Bristol-Myers Squibb worth $916K as of Q2 2026.
  • Alliance Private Wealth sold 1,110 Bristol-Myers Squibb shares in Q2 2026, an estimated $63.7K.
  • Bristol-Myers Squibb made up 0.32% of Alliance Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Alliance Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Bristol-Myers Squibb position peaked at $1.03M in Q1 2026.
  • 2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.