Beacon Bridge Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Beacon Bridge Wealth Partners’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	$301K	Sell	5,230 -22	-0.4%	-$1.26K	0.09%	92
2026 Q1	$319K	Buy	5,252 +31	+0.6%	+$1.81K	0.11%	87
2025 Q4	$282K	Sell	5,221 -354	-6%	-$17K	0.09%	86
2025 Q3	$251K	Sell	5,575 -7	-0.1%	-$327	0.09%	80
2025 Q2	$258K	Buy	5,582 +30	+0.5%	+$1.47K	0.1%	75
2025 Q1	$339K	Buy	5,552 +25	+0.5%	+$1.46K	0.14%	71
2024 Q4	$313K	Hold	5,527	–	–	0.13%	72
2024 Q3	$286K	Hold	5,527	–	–	0.12%	75
2024 Q2	$230K	Hold	5,527	–	–	0.11%	83
2024 Q1	$300K	Hold	5,527	–	–	0.14%	80
2023 Q4	$284K	Hold	5,527	–	–	0.14%	75
2023 Q3	$321K	Hold	5,527	–	–	0.17%	63
2023 Q2	$353K	Hold	5,527	–	–	0.18%	54
2023 Q1	$383K	Hold	5,527	–	–	0.23%	46
2022 Q4	$398K	Buy	+5,527	New	+$417K	0.29%	44

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Bridge Wealth Partners's BMY Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.42% in Q2 2026, selling an estimated $1.26K and leaving 5,230 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #92.

Beacon Bridge Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $398K in Q4 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Beacon Bridge Wealth Partners held 5,230 shares of Bristol-Myers Squibb worth $301K as of Q2 2026.
Beacon Bridge Wealth Partners sold 22 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.26K.
Bristol-Myers Squibb made up 0.09% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #92 holding.
Beacon Bridge Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Bristol-Myers Squibb position peaked at $398K in Q4 2022.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.