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

Drive Wealth Management’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 		$811K Buy
14,082
+3,108
+28% +$178K 0.14% 125
2026
Q1 		$666K Buy
10,974
+165
+2% +$9.62K 0.14% 126
2025
Q4 		$583K Buy
10,809
+5,695
+111% +$274K 0.11% 147
2025
Q3 		$231K Sell
5,114
-1,049
-17% -$49K 0.05% 297
2025
Q2 		$285K Sell
6,163
-2,699
-30% -$132K 0.06% 243
2025
Q1 		$541K Sell
8,862
-16
-0.2% -$933 0.13% 131
2024
Q4 		$502K Buy
8,878
+182
+2% +$10.2K 0.12% 131
2024
Q3 		$450K Buy
8,696
+2,060
+31% +$96.6K 0.12% 145
2024
Q2 		$276K Sell
6,636
-1,939
-23% -$86.8K 0.07% 220
2024
Q1 		$465K Buy
8,575
+332
+4% +$16.9K 0.13% 147
2023
Q4 		$423K Buy
8,243
+15
+0.2% +$787 0.14% 141
2023
Q3 		$478K Buy
8,228
+1,663
+25% +$102K 0.17% 115
2023
Q2 		$420K Sell
6,565
-1,748
-21% -$117K 0.16% 132
2023
Q1 		$576K Buy
8,313
+811
+11% +$57.2K 0.24% 100
2022
Q4 		$540K Buy
7,502
+1,489
+25% +$112K 0.27% 90
2022
Q3 		$427K Sell
6,013
-737
-11% -$53.5K 0.41% 71
2022
Q2 		$523K Buy
6,750
+968
+17% +$73.7K 0.48% 55
2022
Q1 		$425K Sell
5,782
-6,082
-51% -$408K 0.36% 79
2021
Q4 		$740K Buy
+11,864
New +$696K 0.65% 36

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

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

Drive Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 28% in Q2 2026, buying an estimated $178K and bringing the position to 14,082 shares worth $811K. The position accounts for 0.14% of the portfolio, ranked #125.

Drive Wealth Management first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Drive Wealth Management held 14,082 shares of Bristol-Myers Squibb worth $811K as of Q2 2026.
  • Drive Wealth Management bought 3,108 Bristol-Myers Squibb shares in Q2 2026, an estimated $178K.
  • Bristol-Myers Squibb made up 0.14% of Drive Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Drive Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.