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

Capstone Wealth Management Group (Oregon)’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 		– Sell
-7,755
Closed -$470K – 128
2026
Q1 		$470K Sell
7,755
-73
-0.9% -$4.26K 0.29% 74
2025
Q4 		$422K Buy
7,828
+1,800
+30% +$86.6K 0.26% 72
2025
Q3 		$272K Hold
6,028
– – 0.17% 96
2025
Q2 		$279K Hold
6,028
– – 0.2% 80
2025
Q1 		$368K Hold
6,028
– – 0.29% 63
2024
Q4 		$341K Buy
+6,028
New +$337K 0.26% 72

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

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

Capstone Wealth Management Group (Oregon) sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 7,755 shares — an estimated $470K sold.

Capstone Wealth Management Group (Oregon) first reported a position in BMY in Q4 2024 and held it in 6 quarters. The position peaked at $470K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 7,755 Bristol-Myers Squibb shares in Q2 2026, an estimated $470K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 6 quarters.
  • Capstone Wealth Management Group (Oregon)'s Bristol-Myers Squibb position peaked at $470K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.