CFM Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

CFM Wealth Partners’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	$230K	Hold	4,000	–	–	0.03%	137
2026 Q1	$243K	Hold	4,000	–	–	0.04%	136
2025 Q4	$216K	Buy	+4,000	New	+$192K	0.03%	138
2025 Q2	–	Sell	-4,008	Closed	-$244K	–	142
2025 Q1	$244K	Hold	4,008	–	–	0.04%	127
2024 Q4	$227K	Hold	4,008	–	–	0.04%	130
2024 Q3	$207K	Buy	+4,008	New	+$188K	0.04%	139
2024 Q2	–	Sell	-4,401	Closed	-$239K	–	147
2024 Q1	$239K	Sell	4,401 -4,926	-53%	-$251K	0.05%	142
2023 Q4	$479K	Sell	9,327 -6,898	-43%	-$362K	0.11%	116
2023 Q3	$942K	Sell	16,225 -3,518	-18%	-$216K	0.25%	68
2023 Q2	$1.26M	Sell	19,743 -108	-0.5%	-$7.24K	0.31%	71
2023 Q1	$1.38M	Buy	19,851 +52	+0.3%	+$3.67K	0.37%	62
2022 Q4	$1.42M	Buy	19,799 +4,048	+26%	+$305K	0.43%	63
2022 Q3	$1.12M	Buy	15,751 +2,900	+23%	+$210K	0.36%	63
2022 Q2	$990K	Buy	12,851 +730	+6%	+$55.6K	0.3%	73
2022 Q1	$885K	Hold	12,121	–	–	0.21%	87
2021 Q4	$750K	Buy	12,121 +1,604	+15%	+$94.1K	0.17%	92
2021 Q3	$622K	Buy	10,517 +335	+3%	+$22.1K	0.16%	99
2021 Q2	$680K	Sell	10,182 -231	-2%	-$15.1K	0.18%	89
2021 Q1	$657K	Buy	10,413 +1,064	+11%	+$66.2K	0.2%	88
2020 Q4	$580K	Hold	9,349	–	–	0.19%	82
2020 Q3	$563K	Sell	9,349 -700	-7%	-$42.1K	0.21%	79
2020 Q2	$590K	Sell	10,049 -1,577	-14%	-$94.3K	0.22%	76
2020 Q1	$648K	Sell	11,626 -1,194	-9%	-$73K	0.3%	63
2019 Q4	$856K	Buy	+12,820	New	+$734K	0.32%	66

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 $3.37T AUM 44.26% 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

CFM Wealth Partners's BMY Position: Q2 2026 in Review

CFM Wealth Partners held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,000 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #137.

CFM Wealth Partners first reported a position in BMY in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CFM Wealth Partners held 4,000 shares of Bristol-Myers Squibb worth $230K as of Q2 2026.
CFM Wealth Partners left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #137 holding.
CFM Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 24 quarters since.
CFM Wealth Partners's Bristol-Myers Squibb position peaked at $1.42M in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.