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Causey Wealth LLC’s Bristol-Myers Squibb BMY Stock Holding History

Causey Wealth LLC’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 		$418K Hold
7,262
– – 0.16% 61
2026
Q1 		$440K Hold
7,262
– – 0.19% 57
2025
Q4 		$392K Buy
7,262
+407
+6% +$19.6K 0.18% 54
2025
Q3 		$309K Hold
6,855
– – 0.15% 55
2025
Q2 		$317K Sell
6,855
-79
-1% -$3.88K 0.16% 53
2025
Q1 		$423K Hold
6,934
– – 0.24% 45
2024
Q4 		$392K Buy
+6,934
New +$387K 0.23% 45

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

Causey Wealth LLC's BMY Position: Q2 2026 in Review

Causey Wealth LLC held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 7,262 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #61.

Causey Wealth LLC first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Causey Wealth LLC held 7,262 shares of Bristol-Myers Squibb worth $418K as of Q2 2026.
  • Causey Wealth LLC left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.16% of Causey Wealth LLC's portfolio in Q2 2026, its #61 holding.
  • Causey Wealth LLC first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Causey Wealth LLC's Bristol-Myers Squibb position peaked at $440K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.