Curio Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Curio Wealth’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	-16	Closed	-$970	–	217
2026 Q1	$970	Buy	16 +4	+33%	+$233	﹤0.01%	382
2025 Q4	$659	Buy	+12	New	+$577	﹤0.01%	391
2025 Q3	–	Sell	-92	Closed	-$4.25K	–	290
2025 Q2	$4.25K	Buy	92 +90	+4,500%	+$4.42K	﹤0.01%	246
2025 Q1	$5.17K	Sell	2 -78	-98%	-$4.55K	﹤0.01%	264
2024 Q4	$4.53K	Buy	+80	New	+$4.47K	﹤0.01%	244

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 $3.38T AUM 44.17% 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

Curio Wealth's BMY Position: Q2 2026 in Review

Curio Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 16 shares — an estimated $970 sold.

Curio Wealth first reported a position in BMY in Q4 2024 and held it in 5 quarters. The position peaked at $5.17K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Curio Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 16 Bristol-Myers Squibb shares in Q2 2026, an estimated $970.
Curio Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 5 quarters.
Curio Wealth's Bristol-Myers Squibb position peaked at $5.17K in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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