Basecamp Wealth Advisors’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
$344K Sell
5,962
-500
-8% -$28.7K 0.06% 175
2026
Q1
$392K Buy
6,462
+786
+14% +$45.8K 0.08% 148
2025
Q4
$306K Buy
+5,676
New +$273K 0.07% 177

Other funds holding BMY

Basecamp Wealth Advisors's BMY Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 7.7% in Q2 2026, selling an estimated $28.7K and leaving 5,962 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #175.

Basecamp Wealth Advisors first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 2,497 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Basecamp Wealth Advisors held 5,962 shares of Bristol-Myers Squibb worth $344K as of Q2 2026.
  • Basecamp Wealth Advisors sold 500 Bristol-Myers Squibb shares in Q2 2026, an estimated $28.7K.
  • Bristol-Myers Squibb made up 0.06% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Basecamp Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Bristol-Myers Squibb position peaked at $392K in Q1 2026.
  • 2,497 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.