Bright Futures Wealth Management’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
$586K Buy
+10,163
New +$584K 0.38% 86
2024
Q4
Sell
-4,129
Closed -$217K 140
2024
Q3
$217K Sell
4,129
-134
-3% -$6.29K 0.11% 204
2024
Q2
$208K Buy
+4,263
New +$191K 0.11% 196

Other funds holding BMY

Bright Futures Wealth Management's BMY Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 10,163 shares worth $586K. The stake represents 0.38% of the portfolio and ranks #86 among its holdings. This is a return to the name: Bright Futures Wealth Management previously reported a position in BMY as recently as Q3 2024.

Bright Futures Wealth Management first reported a position in BMY in Q2 2024 and has held it in 3 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Bright Futures Wealth Management held 10,163 shares of Bristol-Myers Squibb worth $586K as of Q2 2026.
  • Bristol-Myers Squibb was a new Bright Futures Wealth Management position in Q2 2026.
  • Bristol-Myers Squibb made up 0.38% of Bright Futures Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Bright Futures Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 3 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.