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Allied Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Allied Private Wealth’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 		$138K Buy
+2,399
New +$138K 0.09% 145

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

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

Allied Private Wealth opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 2,399 shares worth $138K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings.

2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Allied Private Wealth held 2,399 shares of Bristol-Myers Squibb worth $138K as of Q2 2026.
  • Bristol-Myers Squibb was a new Allied Private Wealth position in Q2 2026.
  • Bristol-Myers Squibb made up 0.09% of Allied Private Wealth's portfolio in Q2 2026, its #145 holding.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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