AMPWP
BMY icon

Alvarez & Marsal Private Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-3,915
Closed -$237K – 123
2026
Q1 		$237K Buy
+3,915
New +$228K 0.03% 155

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

Alvarez & Marsal Private Wealth Partners's BMY Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,915 shares — an estimated $237K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in BMY in Q1 2026 and held it in 1 quarter. The position peaked at $237K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 3,915 Bristol-Myers Squibb shares in Q2 2026, an estimated $237K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Bristol-Myers Squibb position peaked at $237K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.