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Denver PWM’s Bristol-Myers Squibb BMY Stock Holding History

Denver PWM’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 		$460K Buy
7,211
+811
+13% +$46.6K 0.15% 61
2026
Q1 		$359K Sell
6,400
-500
-7% -$29.1K 0.12% 67
2025
Q4 		$319K Hold
6,900
– – 0.11% 63
2025
Q3 		$319K Hold
6,900
– – 0.1% 65
2025
Q2 		$319K Buy
6,900
+750
+12% +$36.8K 0.1% 65
2025
Q1 		$375K Buy
+6,150
New +$358K 0.14% 49

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

Denver PWM's BMY Position: Q2 2026 in Review

Denver PWM increased its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, buying an estimated $46.6K and bringing the position to 7,211 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #61.

Denver PWM first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Denver PWM held 7,211 shares of Bristol-Myers Squibb worth $460K as of Q2 2026.
  • Denver PWM bought 811 Bristol-Myers Squibb shares in Q2 2026, an estimated $46.6K.
  • Bristol-Myers Squibb made up 0.15% of Denver PWM's portfolio in Q2 2026, its #61 holding.
  • Denver PWM first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.