Diversify Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.33M Buy
37,231
+4,092
+12% +$235K 0.04% 358
2026
Q1
$1.91M Buy
33,139
+21,775
+192% +$1.27M 0.03% 395
2025
Q4
$635K Sell
11,364
-670
-6% -$32.2K 0.03% 392
2025
Q3
$554K Sell
12,034
-711
-6% -$33.2K 0.03% 357
2025
Q2
$593K Sell
12,745
-257
-2% -$12.6K 0.04% 344
2025
Q1
$640K Sell
13,002
-1,121
-8% -$65.3K 0.05% 313
2024
Q4
$788K Buy
14,123
+1,286
+10% +$71.9K 0.06% 256
2024
Q3
$681K Buy
12,837
+1,122
+10% +$52.6K 0.07% 248
2024
Q2
$558K Buy
+11,715
New +$524K 0.07% 248

Other funds holding BMY

Diversify Wealth Management's BMY Position: Q2 2026 in Review

Diversify Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $235K and bringing the position to 37,231 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #358.

Diversify Wealth Management first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Diversify Wealth Management held 37,231 shares of Bristol-Myers Squibb worth $2.33M as of Q2 2026.
  • Diversify Wealth Management bought 4,092 Bristol-Myers Squibb shares in Q2 2026, an estimated $235K.
  • Bristol-Myers Squibb made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Diversify Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.