BPWM
BMY icon

Badgley Phelps Wealth Managers’s Bristol-Myers Squibb BMY Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.5M Sell
26,049
-1,068
-4% -$61.3K 0.03% 177
2026
Q1 		$1.64M Buy
27,117
+3,200
+13% +$187K 0.03% 175
2025
Q4 		$1.29M Buy
23,917
+738
+3% +$35.5K 0.02% 181
2025
Q3 		$1.05M Buy
23,179
+26
+0.1% +$1.21K 0.02% 177
2025
Q2 		$1.07M Sell
23,153
-740
-3% -$36.3K 0.02% 173
2025
Q1 		$1.46M Sell
23,893
-612
-2% -$35.7K 0.04% 162
2024
Q4 		$1.39M Buy
24,505
+1,283
+6% +$71.7K 0.03% 161
2024
Q3 		$1.2M Sell
23,222
-643
-3% -$30.2K 0.03% 162
2024
Q2 		$991K Sell
23,865
-1,700
-7% -$76.1K 0.02% 167
2024
Q1 		$1.39M Sell
25,565
-4,366
-15% -$222K 0.03% 153
2023
Q4 		$1.54M Sell
29,931
-250,919
-89% -$13.2M 0.04% 144
2023
Q3 		$16.3M Buy
280,850
+1,923
+0.7% +$118K 0.56% 62
2023
Q2 		$17.8M Buy
278,927
+8,318
+3% +$558K 0.59% 56
2023
Q1 		$18.8M Buy
270,609
+5,633
+2% +$397K 0.69% 48
2022
Q4 		$19.1M Buy
264,976
+5,366
+2% +$405K 0.76% 41
2022
Q3 		$18.5M Buy
259,610
+3,148
+1% +$228K 0.79% 39
2022
Q2 		$19.7M Sell
256,462
-91
-0% -$6.93K 0.81% 40
2022
Q1 		$18.7M Buy
256,553
+249,611
+3,596% +$16.8M 0.65% 50
2021
Q4 		$433K Sell
6,942
-218
-3% -$12.8K 0.01% 166
2021
Q3 		$424K Buy
+7,160
New +$472K 0.02% 164

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

Badgley Phelps Wealth Managers's BMY Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Bristol-Myers Squibb (BMY) stake by 3.9% in Q2 2026, selling an estimated $61.3K and leaving 26,049 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #177.

Badgley Phelps Wealth Managers first reported a position in BMY in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.7M in Q2 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Badgley Phelps Wealth Managers held 26,049 shares of Bristol-Myers Squibb worth $1.5M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,068 Bristol-Myers Squibb shares in Q2 2026, an estimated $61.3K.
  • Bristol-Myers Squibb made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #177 holding.
  • Badgley Phelps Wealth Managers first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Bristol-Myers Squibb position peaked at $19.7M in Q2 2022.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.