Estate Planners Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Estate Planners Group's BMY Position: Q2 2026 in Review
Estate Planners Group increased its Bristol-Myers Squibb (BMY) stake by 53% in Q2 2026, buying an estimated $188K and bringing the position to 9,446 shares worth $544K. The position accounts for 0.25% of the portfolio, ranked #42.
Estate Planners Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Estate Planners Group held 9,446 shares of Bristol-Myers Squibb worth $544K as of Q2 2026.
- Estate Planners Group bought 3,272 Bristol-Myers Squibb shares in Q2 2026, an estimated $188K.
- Bristol-Myers Squibb made up 0.25% of Estate Planners Group's portfolio in Q2 2026, its #42 holding.
- Estate Planners Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.