Exit Wealth Advisors’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
$3.05M Buy
53,008
+8,037
+18% +$461K 1.39% 19
2026
Q1
$2.73M Sell
44,971
-1,025
-2% -$59.8K 1.4% 15
2025
Q4
$2.48M Buy
+45,996
New +$2.21M 1.47% 16

Other funds holding BMY

Exit Wealth Advisors's BMY Position: Q2 2026 in Review

Exit Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, buying an estimated $461K and bringing the position to 53,008 shares worth $3.05M. The position accounts for 1.39% of the portfolio, ranked #19.

Exit Wealth Advisors first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,506 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Exit Wealth Advisors held 53,008 shares of Bristol-Myers Squibb worth $3.05M as of Q2 2026.
  • Exit Wealth Advisors bought 8,037 Bristol-Myers Squibb shares in Q2 2026, an estimated $461K.
  • Bristol-Myers Squibb made up 1.39% of Exit Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Exit Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.