Good Steward Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Good Steward Wealth Advisors’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	$243K	Hold	4,219	–	–	0.15%	57
2026 Q1	$256K	Sell	4,219 -77	-2%	-$4.49K	0.16%	56
2025 Q4	$232K	Sell	4,296 -2,088	-33%	-$100K	0.15%	65
2025 Q3	$288K	Sell	6,384 -3,691	-37%	-$172K	0.2%	61
2025 Q2	$466K	Sell	10,075 -8,855	-47%	-$435K	0.37%	43
2025 Q1	$1.15M	Buy	+18,930	New	+$1.1M	1.05%	21

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 $3.37T AUM 44.26% 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

Good Steward Wealth Advisors's BMY Position: Q2 2026 in Review

Good Steward Wealth Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,219 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #57.

Good Steward Wealth Advisors first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Good Steward Wealth Advisors held 4,219 shares of Bristol-Myers Squibb worth $243K as of Q2 2026.
Good Steward Wealth Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.15% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Good Steward Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
Good Steward Wealth Advisors's Bristol-Myers Squibb position peaked at $1.15M in Q1 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.