Bullock Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bullock Wealth Management’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	$247K	Buy	4,369 +393	+10%	+$22.6K	0.11%	157
2026 Q1	$245K	Buy	3,976 +455	+13%	+$26.5K	0.12%	147
2025 Q4	$190K	Buy	3,521 +22	+0.6%	+$1.06K	0.09%	168
2025 Q3	$166K	Sell	3,499 -294	-8%	-$13.7K	0.08%	175
2025 Q2	$180K	Sell	3,793 -51	-1%	-$2.5K	0.1%	158
2025 Q1	$229K	Sell	3,844 -76	-2%	-$4.43K	0.13%	135
2024 Q4	$222K	Buy	3,920 +10	+0.3%	+$559	0.13%	141
2024 Q3	$207K	Sell	3,910 -79	-2%	-$3.71K	0.12%	142
2024 Q2	$165K	Buy	3,989 +37	+0.9%	+$1.66K	0.11%	153
2024 Q1	$209K	Buy	+3,952	New	+$201K	0.14%	136

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

Bullock Wealth Management's BMY Position: Q2 2026 in Review

Bullock Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 9.9% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,369 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #157.

Bullock Wealth Management first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Bullock Wealth Management held 4,369 shares of Bristol-Myers Squibb worth $247K as of Q2 2026.
Bullock Wealth Management bought 393 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.6K.
Bristol-Myers Squibb made up 0.11% of Bullock Wealth Management's portfolio in Q2 2026, its #157 holding.
Bullock Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.