Essential Partners’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
$1.01M Sell
17,545
-953
-5% -$54.7K 0.47% 31
2026
Q1
$1.12M Buy
18,498
+2,051
+12% +$120K 0.38% 62
2025
Q4
$887K Buy
16,447
+12,086
+277% +$581K 0.27% 99
2025
Q3
$197K Buy
4,361
+3,173
+267% +$148K 0.06% 322
2025
Q2
$55K Buy
+1,188
New +$58.3K 0.02% 455

Other funds holding BMY

Essential Partners's BMY Position: Q2 2026 in Review

Essential Partners reduced its Bristol-Myers Squibb (BMY) stake by 5.2% in Q2 2026, selling an estimated $54.7K and leaving 17,545 shares worth $1.01M. The position accounts for 0.47% of the portfolio, ranked #31.

Essential Partners first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2026. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Essential Partners held 17,545 shares of Bristol-Myers Squibb worth $1.01M as of Q2 2026.
  • Essential Partners sold 953 Bristol-Myers Squibb shares in Q2 2026, an estimated $54.7K.
  • Bristol-Myers Squibb made up 0.47% of Essential Partners's portfolio in Q2 2026, its #31 holding.
  • Essential Partners first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bristol-Myers Squibb position peaked at $1.12M in Q1 2026.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.