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Chung Wu Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Chung Wu Investment Group’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 		$17.3K Hold
300
– – 0.01% 213
2026
Q1 		$18.2K Hold
300
– – 0.02% 180
2025
Q4 		$16.2K Hold
300
– – 0.01% 192
2025
Q3 		$13.5K Hold
300
– – 0.01% 198
2025
Q2 		$13.9K Buy
+300
New +$14.7K 0.01% 187

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 $3.38T AUM 44.17% 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

Chung Wu Investment Group's BMY Position: Q2 2026 in Review

Chung Wu Investment Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 300 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #213.

Chung Wu Investment Group first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.2K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Chung Wu Investment Group held 300 shares of Bristol-Myers Squibb worth $17.3K as of Q2 2026.
  • Chung Wu Investment Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #213 holding.
  • Chung Wu Investment Group first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's Bristol-Myers Squibb position peaked at $18.2K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.