EWM
BMY icon

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

EPG 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 		$814K Buy
14,133
+8,737
+162% +$502K 0.2% 115
2026
Q1 		$327K Sell
5,396
-50
-0.9% -$2.92K 0.09% 157
2025
Q4 		$294K Buy
5,446
+113
+2% +$5.44K 0.08% 163
2025
Q3 		$241K Buy
5,333
+46
+0.9% +$2.15K 0.07% 173
2025
Q2 		$245K Sell
5,287
-30
-0.6% -$1.47K 0.07% 170
2025
Q1 		$324K Sell
5,317
-161
-3% -$9.38K 0.09% 190
2024
Q4 		$310K Buy
5,478
+127
+2% +$7.1K 0.08% 192
2024
Q3 		$277K Buy
+5,351
New +$251K 0.07% 212
2024
Q2 		– Sell
-8,558
Closed -$383K – 196
2024
Q1 		$464K Buy
8,558
+199
+2% +$10.1K 0.11% 175
2023
Q4 		$407K Sell
8,359
-137
-2% -$7.19K 0.11% 177
2023
Q3 		$493K Sell
8,496
-93
-1% -$5.7K 0.15% 148
2023
Q2 		$549K Sell
8,589
-425
-5% -$28.5K 0.16% 140
2023
Q1 		$625K Buy
9,014
+17
+0.2% +$1.2K 0.2% 122
2022
Q4 		$647K Sell
8,997
-118
-1% -$8.9K 0.25% 93
2022
Q3 		$648K Buy
9,115
+84
+0.9% +$6.09K 0.27% 87
2022
Q2 		$695K Sell
9,031
-272
-3% -$20.7K 0.3% 80
2022
Q1 		$679K Buy
9,303
+5,027
+118% +$338K 0.24% 88
2021
Q4 		$267K Sell
4,276
-3,268
-43% -$192K 0.09% 189
2021
Q3 		$446K Sell
7,544
-42
-0.6% -$2.77K 0.18% 116
2021
Q2 		$507K Buy
7,586
+703
+10% +$45.8K 0.22% 104
2021
Q1 		$435K Buy
6,883
+962
+16% +$59.9K 0.21% 106
2020
Q4 		$367K Buy
+5,921
New +$364K 0.22% 97
2020
Q2 		– Sell
-3,656
Closed -$204K – 205
2020
Q1 		$204K Buy
3,656
+1,979
+118% +$121K 0.15% 121
2019
Q4 		$108K Buy
+1,677
New +$96K 0.08% 146

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

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

EPG Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 162% in Q2 2026, buying an estimated $502K and bringing the position to 14,133 shares worth $814K. The position accounts for 0.2% of the portfolio, ranked #115.

EPG Wealth Management first reported a position in BMY in Q4 2019 and has held it in 24 quarters since. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • EPG Wealth Management held 14,133 shares of Bristol-Myers Squibb worth $814K as of Q2 2026.
  • EPG Wealth Management bought 8,737 Bristol-Myers Squibb shares in Q2 2026, an estimated $502K.
  • Bristol-Myers Squibb made up 0.2% of EPG Wealth Management's portfolio in Q2 2026, its #115 holding.
  • EPG Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 24 quarters since.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.