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

Focused 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
2020 Q4	–	Sell	-6,000	Closed	-$15K	–	825
2020 Q3	$15K	Buy	+6,000	New	+$361K	﹤0.01%	457
2018 Q2	–	Sell	-13,000	Closed	-$12K	–	670
2018 Q1	$12K	Buy	13,000 +1,600	+14%	+$103K	﹤0.01%	447
2017 Q4	$9K	Buy	+11,400	New	+$713K	﹤0.01%	478

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

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

Focused Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 39% in Q2 2026, buying an estimated $123K and bringing the position to 7,585 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #149.

Focused Wealth Management first reported a position in BMY in Q3 2013 and has held it in 49 quarters since. The position peaked at $918K in Q3 2017. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Focused Wealth Management held 7,585 shares of Bristol-Myers Squibb worth $437K as of Q2 2026.
Focused Wealth Management bought 2,142 Bristol-Myers Squibb shares in Q2 2026, an estimated $123K.
Bristol-Myers Squibb made up 0.04% of Focused Wealth Management's portfolio in Q2 2026, its #149 holding.
Focused Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 49 quarters since.
Focused Wealth Management's Bristol-Myers Squibb position peaked at $918K in Q3 2017.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.