Allworth Financial’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
2025
Q4
– Hold
0
– -$4.51K – 5049
2025
Q3
– Hold
0
– – – 3612

Other funds holding BMY

Allworth Financial's BMY Position: Q2 2026 in Review

Allworth Financial reduced its Bristol-Myers Squibb (BMY) stake by 41% in Q2 2026, selling an estimated $5.25M and leaving 129,525 shares worth $7.46M. The position accounts for 0.03% of the portfolio, ranked #283.

Allworth Financial first reported a position in BMY in Q3 2013 and has held it in 51 quarters since. The position peaked at $13.4M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Allworth Financial held 129,525 shares of Bristol-Myers Squibb worth $7.46M as of Q2 2026.
  • Allworth Financial sold 91,375 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.25M.
  • Bristol-Myers Squibb made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #283 holding.
  • Allworth Financial first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 51 quarters since.
  • Allworth Financial's Bristol-Myers Squibb position peaked at $13.4M in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.