Focus Partners Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Focus Partners Wealth’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	$27.7M	Sell	480,177 -144,160	-23%	-$8.28M	0.03%	436
2026 Q1	$37.9M	Buy	624,337 +65,636	+12%	+$3.83M	0.04%	348
2025 Q4	$30.1M	Buy	558,701 +339,041	+154%	+$16.3M	0.03%	396
2025 Q3	$9.91M	Buy	219,660 +12,029	+6%	+$562K	0.02%	561
2025 Q2	$9.61M	Sell	207,631 -10,455	-5%	-$513K	0.02%	507
2025 Q1	$13.3M	Sell	218,086 -8,352	-4%	-$487K	0.03%	416
2024 Q4	$12.8M	Buy	226,438 +43,334	+24%	+$2.42M	0.03%	404
2024 Q3	$9.47M	Sell	183,104 -98,888	-35%	-$4.64M	0.03%	414
2024 Q2	$11.7M	Buy	281,992 +74,471	+36%	+$3.33M	0.04%	350
2024 Q1	$11.3M	Sell	207,521 -1,290	-0.6%	-$65.7K	0.09%	203
2023 Q4	$10.7M	Buy	+208,811	New	+$11M	0.14%	144

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focus Partners Wealth's BMY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Bristol-Myers Squibb (BMY) stake by 23% in Q2 2026, selling an estimated $8.28M and leaving 480,177 shares worth $27.7M. The position accounts for 0.03% of the portfolio, ranked #436.

Focus Partners Wealth first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.9M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Focus Partners Wealth held 480,177 shares of Bristol-Myers Squibb worth $27.7M as of Q2 2026.
Focus Partners Wealth sold 144,160 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.28M.
Bristol-Myers Squibb made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #436 holding.
Focus Partners Wealth first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Bristol-Myers Squibb position peaked at $37.9M in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.