Alteri Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Alteri 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	$683K	Buy	11,855 +1,186	+11%	+$68.1K	0.19%	128
2026 Q1	$647K	Buy	+10,669	New	+$622K	0.21%	122

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alteri Wealth's BMY Position: Q2 2026 in Review

Alteri Wealth increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $68.1K and bringing the position to 11,855 shares worth $683K. The position accounts for 0.19% of the portfolio, ranked #128.

Alteri Wealth first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Alteri Wealth held 11,855 shares of Bristol-Myers Squibb worth $683K as of Q2 2026.
Alteri Wealth bought 1,186 Bristol-Myers Squibb shares in Q2 2026, an estimated $68.1K.
Bristol-Myers Squibb made up 0.19% of Alteri Wealth's portfolio in Q2 2026, its #128 holding.
Alteri Wealth first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.