Asset One Wealth Management’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
2026
Q2
$4.52M Buy
76,968
+2,102
+3% +$121K 0.48% 60
2026
Q1
$4.45M Buy
74,866
+1,954
+3% +$114K 0.49% 52
2025
Q4
$4.08M Buy
+72,912
New +$3.51M 0.56% 47

Other funds holding BMY

Asset One Wealth Management's BMY Position: Q2 2026 in Review

Asset One Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, buying an estimated $121K and bringing the position to 76,968 shares worth $4.52M. The position accounts for 0.48% of the portfolio, ranked #60.

Asset One Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Asset One Wealth Management held 76,968 shares of Bristol-Myers Squibb worth $4.52M as of Q2 2026.
  • Asset One Wealth Management bought 2,102 Bristol-Myers Squibb shares in Q2 2026, an estimated $121K.
  • Bristol-Myers Squibb made up 0.48% of Asset One Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Asset One Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.