CPWA LLC’s Bristol-Myers Squibb BMY Stock Holding History

CPWA 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	$214K	Buy	3,722 +107	+3%	+$6.14K	0.25%	89
2026 Q1	$201K	Buy	+3,615	New	+$211K	0.24%	90

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

CPWA LLC's BMY Position: Q2 2026 in Review

CPWA LLC increased its Bristol-Myers Squibb (BMY) stake by 3% in Q2 2026, buying an estimated $6.14K and bringing the position to 3,722 shares worth $214K. The position accounts for 0.25% of the portfolio, ranked #89.

CPWA LLC first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,503 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CPWA LLC held 3,722 shares of Bristol-Myers Squibb worth $214K as of Q2 2026.
CPWA LLC bought 107 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.14K.
Bristol-Myers Squibb made up 0.25% of CPWA LLC's portfolio in Q2 2026, its #89 holding.
CPWA LLC first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
2,503 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.