Beverly Hills Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Beverly Hills Private 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	$214K	Sell	3,707 -3,385	-48%	-$194K	0.04%	236
2026 Q1	$430K	Buy	7,092 +1,419	+25%	+$82.7K	0.07%	211
2025 Q4	$306K	Buy	5,673 +259	+5%	+$12.5K	0.05%	253
2025 Q3	$244K	Sell	5,414 -82	-1%	-$3.83K	0.04%	296
2025 Q2	$254K	Sell	5,496 -2,432	-31%	-$119K	0.05%	298
2025 Q1	$484K	Buy	7,928 +79	+1%	+$4.61K	0.1%	182
2024 Q4	$444K	Sell	7,849 -20	-0.3%	-$1.12K	0.09%	187
2024 Q3	$407K	Sell	7,869 -971	-11%	-$45.5K	0.08%	213
2024 Q2	$367K	Buy	8,840 +710	+9%	+$31.8K	0.08%	238
2024 Q1	$441K	Sell	8,130 -1,041	-11%	-$53K	0.1%	216
2023 Q4	$471K	Buy	9,171 +1,720	+23%	+$90.3K	0.12%	178
2023 Q3	$432K	Sell	7,451 -1,872	-20%	-$115K	0.13%	169
2023 Q2	$564K	Buy	9,323 +2,692	+41%	+$181K	0.09%	218
2023 Q1	$460K	Buy	+6,631	New	+$468K	0.14%	153

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

Beverly Hills Private Wealth's BMY Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 48% in Q2 2026, selling an estimated $194K and leaving 3,707 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #236.

Beverly Hills Private Wealth first reported a position in BMY in Q1 2023 and has held it in 14 quarters since. The position peaked at $564K in Q2 2023. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Beverly Hills Private Wealth held 3,707 shares of Bristol-Myers Squibb worth $214K as of Q2 2026.
Beverly Hills Private Wealth sold 3,385 Bristol-Myers Squibb shares in Q2 2026, an estimated $194K.
Bristol-Myers Squibb made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #236 holding.
Beverly Hills Private Wealth first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Bristol-Myers Squibb position peaked at $564K in Q2 2023.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.