ARS Wealth Advisors Group’s Bristol-Myers Squibb BMY Stock Holding History

ARS Wealth Advisors Group’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	$275K	Buy	+4,770	New	+$274K	0.02%	192
2024 Q2	–	Sell	-5,564	Closed	-$302K	–	167
2024 Q1	$302K	Sell	5,564 -2,635	-32%	-$134K	0.04%	125
2023 Q4	$421K	Sell	8,199 -103,371	-93%	-$5.43M	0.06%	101
2023 Q3	$6.48M	Sell	111,570 -1,421	-1%	-$87.1K	1.06%	36
2023 Q2	$7.23M	Sell	112,991 -26	-0%	-$1.74K	1.15%	35
2023 Q1	$7.83M	Sell	113,017 -1,476	-1%	-$104K	1.44%	29
2022 Q4	$8.24M	Sell	114,493 -3,297	-3%	-$249K	1.36%	31
2022 Q3	$8.37M	Buy	117,790 +4,668	+4%	+$339K	1.28%	30
2022 Q2	$8.71M	Buy	113,122 +108,756	+2,491%	+$8.28M	1.2%	31
2022 Q1	$319K	Sell	4,366 -39	-0.9%	-$2.62K	0.06%	98
2021 Q4	$275K	Sell	4,405 -999	-18%	-$58.6K	0.05%	111
2021 Q3	$320K	Buy	+5,404	New	+$356K	0.06%	102

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

ARS Wealth Advisors Group's BMY Position: Q2 2026 in Review

ARS Wealth Advisors Group opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 4,770 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: ARS Wealth Advisors Group previously reported a position in BMY as recently as Q1 2024.

ARS Wealth Advisors Group first reported a position in BMY in Q3 2021 and has held it in 12 quarters since. The position peaked at $8.71M in Q2 2022. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

ARS Wealth Advisors Group held 4,770 shares of Bristol-Myers Squibb worth $275K as of Q2 2026.
Bristol-Myers Squibb was a new ARS Wealth Advisors Group position in Q2 2026.
Bristol-Myers Squibb made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #192 holding.
ARS Wealth Advisors Group first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 12 quarters since.
ARS Wealth Advisors Group's Bristol-Myers Squibb position peaked at $8.71M in Q2 2022.
2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.