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Axim Planning & Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Axim Planning & 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 		$417K Sell
7,238
-189
-3% -$10.9K 0.58% 42
2026
Q1 		$450K Sell
7,427
-5,175
-41% -$302K 0.55% 35
2025
Q4 		$680K Buy
+12,602
New +$606K 0.72% 22

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 $3.38T AUM 44.17% 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

Axim Planning & Wealth's BMY Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, selling an estimated $10.9K and leaving 7,238 shares worth $417K. The position accounts for 0.58% of the portfolio, ranked #42.

Axim Planning & Wealth first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $680K in Q4 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Axim Planning & Wealth held 7,238 shares of Bristol-Myers Squibb worth $417K as of Q2 2026.
  • Axim Planning & Wealth sold 189 Bristol-Myers Squibb shares in Q2 2026, an estimated $10.9K.
  • Bristol-Myers Squibb made up 0.58% of Axim Planning & Wealth's portfolio in Q2 2026, its #42 holding.
  • Axim Planning & Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Axim Planning & Wealth's Bristol-Myers Squibb position peaked at $680K in Q4 2025.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.