Element Wealth’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
$255K Sell
4,427
-109
-2% -$6.26K 0.1% 180
2026
Q1
$275K Buy
4,536
+45
+1% +$2.62K 0.11% 169
2025
Q4
$242K Buy
+4,491
New +$216K 0.1% 180

Other funds holding BMY

Element Wealth's BMY Position: Q2 2026 in Review

Element Wealth reduced its Bristol-Myers Squibb (BMY) stake by 2.4% in Q2 2026, selling an estimated $6.26K and leaving 4,427 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #180.

Element Wealth first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Element Wealth held 4,427 shares of Bristol-Myers Squibb worth $255K as of Q2 2026.
  • Element Wealth sold 109 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.26K.
  • Bristol-Myers Squibb made up 0.1% of Element Wealth's portfolio in Q2 2026, its #180 holding.
  • Element Wealth first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Element Wealth's Bristol-Myers Squibb position peaked at $275K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.