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Capstone Wealth Management (Alabama)’s Bristol-Myers Squibb BMY Stock Holding History

Capstone Wealth Management (Alabama)’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 		$384K Buy
+6,667
New +$383K 0.18% 85

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s BMY Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 6,667 shares worth $384K. The stake represents 0.18% of the portfolio and ranks #85 among its holdings.

1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 6,667 shares of Bristol-Myers Squibb worth $384K as of Q2 2026.
  • Bristol-Myers Squibb was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • Bristol-Myers Squibb made up 0.18% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #85 holding.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.