BIP Wealth’s Bristol-Myers Squibb BMY Stock Holding History

BIP 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	$298K	Buy	5,180 +580	+13%	+$33.3K	0.01%	470
2026 Q1	$279K	Buy	4,600 +717	+18%	+$41.8K	0.01%	382
2025 Q4	$209K	Buy	+3,883	New	+$187K	0.01%	426

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

BIP Wealth's BMY Position: Q2 2026 in Review

BIP Wealth increased its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, buying an estimated $33.3K and bringing the position to 5,180 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #470.

BIP Wealth first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

BIP Wealth held 5,180 shares of Bristol-Myers Squibb worth $298K as of Q2 2026.
BIP Wealth bought 580 Bristol-Myers Squibb shares in Q2 2026, an estimated $33.3K.
Bristol-Myers Squibb made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #470 holding.
BIP Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.