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Evergreen Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Evergreen Wealth Solutions’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 		$441K Buy
6,821
+1,529
+29% +$87.8K 0.02% 350
2026
Q1 		$321K Buy
+5,292
New +$308K 0.02% 318

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

Evergreen Wealth Solutions's BMY Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Bristol-Myers Squibb (BMY) stake by 29% in Q2 2026, buying an estimated $87.8K and bringing the position to 6,821 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #350.

Evergreen Wealth Solutions first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,519 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Evergreen Wealth Solutions held 6,821 shares of Bristol-Myers Squibb worth $441K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,529 Bristol-Myers Squibb shares in Q2 2026, an estimated $87.8K.
  • Bristol-Myers Squibb made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #350 holding.
  • Evergreen Wealth Solutions first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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