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

Evolution 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 		$16.3K Buy
283
+153
+118% +$8.79K 0.01% 496
2026
Q1 		$7.88K Hold
130
– – 0.01% 548
2025
Q4 		$7.01K Buy
130
+25
+24% +$1.2K 0.01% 490
2025
Q3 		$4.74K Sell
105
-118
-53% -$5.51K ﹤0.01% 455
2025
Q2 		$10.3K Buy
+223
New +$10.9K 0.01% 357

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

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

Evolution Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 118% in Q2 2026, buying an estimated $8.79K and bringing the position to 283 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #496.

Evolution Wealth Management first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Evolution Wealth Management held 283 shares of Bristol-Myers Squibb worth $16.3K as of Q2 2026.
  • Evolution Wealth Management bought 153 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.79K.
  • Bristol-Myers Squibb made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Evolution Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.