AWA
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Alta Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Alta Wealth Advisors’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 		$356K Sell
6,179
-638
-9% -$36.6K 0.1% 136
2026
Q1 		$413K Sell
6,817
-655
-9% -$38.2K 0.13% 125
2025
Q4 		$403K Sell
7,472
-1,104
-13% -$53.1K 0.13% 117
2025
Q3 		$387K Sell
8,576
-1,403
-14% -$65.5K 0.14% 106
2025
Q2 		$462K Sell
9,979
-8,172
-45% -$401K 0.22% 72
2025
Q1 		$1.11M Buy
18,151
+50
+0.3% +$2.91K 0.51% 49
2024
Q4 		$1.02M Buy
18,101
+50
+0.3% +$2.79K 0.45% 50
2024
Q3 		$934K Buy
18,051
+419
+2% +$19.7K 0.43% 56
2024
Q2 		$732K Sell
17,632
-49
-0.3% -$2.19K 0.37% 62
2024
Q1 		$959K Sell
17,681
-1,994
-10% -$102K 0.49% 50
2023
Q4 		$1.01M Sell
19,675
-796
-4% -$41.8K 0.56% 47
2023
Q3 		$1.19M Sell
20,471
-1,575
-7% -$96.5K 0.73% 37
2023
Q2 		$1.41M Sell
22,046
-166
-0.7% -$11.1K 0.83% 30
2023
Q1 		$1.54M Sell
22,212
-6,761
-23% -$477K 0.97% 27
2022
Q4 		$2.08M Buy
28,973
+4,761
+20% +$359K 1.41% 17
2022
Q3 		$1.72M Hold
24,212
– – 1.23% 21
2022
Q2 		$1.87M Buy
24,212
+6,280
+35% +$478K 1.29% 18
2022
Q1 		$1.31M Buy
17,932
+4,562
+34% +$306K 0.78% 34
2021
Q4 		$834K Sell
13,370
-866
-6% -$50.8K 0.51% 63
2021
Q3 		$842K Sell
14,236
-6,012
-30% -$396K 0.61% 55
2021
Q2 		$1.35M Sell
20,248
-224
-1% -$14.6K 0.99% 23
2021
Q1 		$1.29M Sell
20,472
-200
-1% -$12.4K 1.08% 21
2020
Q4 		$1.28M Buy
+20,672
New +$1.27M 1.08% 20

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

Alta Wealth Advisors's BMY Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 9.4% in Q2 2026, selling an estimated $36.6K and leaving 6,179 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #136.

Alta Wealth Advisors first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.08M in Q4 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Alta Wealth Advisors held 6,179 shares of Bristol-Myers Squibb worth $356K as of Q2 2026.
  • Alta Wealth Advisors sold 638 Bristol-Myers Squibb shares in Q2 2026, an estimated $36.6K.
  • Bristol-Myers Squibb made up 0.1% of Alta Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Alta Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's Bristol-Myers Squibb position peaked at $2.08M in Q4 2022.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.