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

Gen-Wealth Partners’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 		$174K Buy
3,024
+604
+25% +$34.7K 0.05% 253
2026
Q1 		$147K Buy
2,420
+65
+3% +$3.79K 0.05% 278
2025
Q4 		$127K Buy
2,355
+125
+6% +$6.01K 0.04% 304
2025
Q3 		$101K Hold
2,230
– – 0.03% 322
2025
Q2 		$103K Hold
2,230
– – 0.04% 279
2025
Q1 		$136K Hold
2,230
– – 0.06% 242
2024
Q4 		$126K Sell
2,230
-31
-1% -$1.73K 0.05% 258
2024
Q3 		$119K Buy
2,261
+100
+5% +$4.69K 0.05% 266
2024
Q2 		$89.7K Sell
2,161
-1,121
-34% -$50.2K 0.04% 295
2024
Q1 		$178K Buy
+3,282
New +$167K 0.09% 219

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

Gen-Wealth Partners's BMY Position: Q2 2026 in Review

Gen-Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 25% in Q2 2026, buying an estimated $34.7K and bringing the position to 3,024 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #253.

Gen-Wealth Partners first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $178K in Q1 2024. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Gen-Wealth Partners held 3,024 shares of Bristol-Myers Squibb worth $174K as of Q2 2026.
  • Gen-Wealth Partners bought 604 Bristol-Myers Squibb shares in Q2 2026, an estimated $34.7K.
  • Bristol-Myers Squibb made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Gen-Wealth Partners first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Bristol-Myers Squibb position peaked at $178K in Q1 2024.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.