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Buck Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Buck Wealth Strategies’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 		$63.8K Buy
+1,107
New +$63.6K 0.01% 321
2025
Q4 		– Sell
-16,437
Closed -$741K – 177
2025
Q3 		$741K Sell
16,437
-4,070
-20% -$190K 0.1% 95
2025
Q2 		$949K Buy
+20,507
New +$1.01M 0.14% 78

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

Buck Wealth Strategies's BMY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 1,107 shares worth $63.8K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in BMY as recently as Q3 2025.

Buck Wealth Strategies first reported a position in BMY in Q2 2025 and has held it in 3 quarters since. The position peaked at $949K in Q2 2025. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Buck Wealth Strategies held 1,107 shares of Bristol-Myers Squibb worth $63.8K as of Q2 2026.
  • Bristol-Myers Squibb was a new Buck Wealth Strategies position in Q2 2026.
  • Bristol-Myers Squibb made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #321 holding.
  • Buck Wealth Strategies first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Bristol-Myers Squibb position peaked at $949K in Q2 2025.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.