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Fourth Dimension Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Fourth Dimension 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 		$18.6K Buy
323
+73
+29% +$4.19K 0.01% 393
2026
Q1 		$15.2K Sell
250
-34
-12% -$1.98K 0.01% 365
2025
Q4 		$15.3K Buy
284
+34
+14% +$1.64K 0.01% 365
2025
Q3 		$11.3K Sell
250
-196
-44% -$9.15K ﹤0.01% 406
2025
Q2 		$20.6K Sell
446
-200
-31% -$9.82K 0.01% 316
2025
Q1 		$39.4K Sell
646
-200
-24% -$11.7K 0.02% 244
2024
Q4 		$47.9K Buy
+846
New +$47.3K 0.03% 227

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 $3.38T AUM 44.17% 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

Fourth Dimension Wealth's BMY Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Bristol-Myers Squibb (BMY) stake by 29% in Q2 2026, buying an estimated $4.19K and bringing the position to 323 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #393.

Fourth Dimension Wealth first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.9K in Q4 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Fourth Dimension Wealth held 323 shares of Bristol-Myers Squibb worth $18.6K as of Q2 2026.
  • Fourth Dimension Wealth bought 73 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.19K.
  • Bristol-Myers Squibb made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #393 holding.
  • Fourth Dimension Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Bristol-Myers Squibb position peaked at $47.9K in Q4 2024.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.