BWM
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BCS Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

BCS Wealth Management’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 		$295K Sell
5,112
-110
-2% -$6.32K 0.05% 227
2026
Q1 		$317K Sell
5,222
-5,220
-50% -$304K 0.06% 204
2025
Q4 		$563K Buy
10,442
+5,221
+100% +$251K 0.06% 210
2025
Q3 		$235K Sell
5,221
-1,835
-26% -$85.7K 0.05% 220
2025
Q2 		$327K Buy
7,056
+1,230
+21% +$60.4K 0.07% 196
2025
Q1 		$355K Buy
5,826
+3
+0.1% +$175 0.09% 181
2024
Q4 		$329K Buy
+5,823
New +$325K 0.08% 189
2024
Q2 		– Sell
-5,813
Closed -$315K – 157
2024
Q1 		$315K Buy
5,813
+1,538
+36% +$78.3K 0.1% 184
2023
Q4 		$219K Buy
4,275
+3
+0.1% +$157 0.08% 206
2023
Q3 		$248K Buy
+4,272
New +$262K 0.1% 168
2023
Q1 		– Sell
-4,582
Closed -$330K – 164
2022
Q4 		$330K Sell
4,582
-541
-11% -$40.8K 0.14% 140
2022
Q3 		$364K Sell
5,123
-336
-6% -$24.4K 0.17% 124
2022
Q2 		$420K Sell
5,459
-405
-7% -$30.8K 0.19% 104
2022
Q1 		$428K Sell
5,864
-1,252
-18% -$84.1K 0.18% 114
2021
Q4 		$444K Buy
7,116
+340
+5% +$19.9K 0.16% 118
2021
Q3 		$401K Sell
6,776
-308
-4% -$20.3K 0.17% 109
2021
Q2 		$473K Sell
7,084
-75
-1% -$4.89K 0.25% 81
2021
Q1 		$452K Buy
7,159
+2
+0% +$124 0.21% 87
2020
Q4 		$444K Buy
7,157
+2
+0% +$123 0.23% 79
2020
Q3 		$431K Sell
7,155
-3,985
-36% -$240K 0.24% 76
2020
Q2 		$655K Buy
11,140
+916
+9% +$54.8K 0.39% 54
2020
Q1 		$570K Buy
10,224
+6,498
+174% +$397K 0.4% 52
2019
Q4 		$239K Buy
+3,726
New +$213K 0.16% 97

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 $3.37T AUM 44.26% 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

BCS Wealth Management's BMY Position: Q2 2026 in Review

BCS Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 2.1% in Q2 2026, selling an estimated $6.32K and leaving 5,112 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #227.

BCS Wealth Management first reported a position in BMY in Q4 2019 and has held it in 23 quarters since. The position peaked at $655K in Q2 2020. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • BCS Wealth Management held 5,112 shares of Bristol-Myers Squibb worth $295K as of Q2 2026.
  • BCS Wealth Management sold 110 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.32K.
  • Bristol-Myers Squibb made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #227 holding.
  • BCS Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Bristol-Myers Squibb position peaked at $655K in Q2 2020.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.