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

Grant Private 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
2026 Q2	$582K	Buy	10,096 +1,273	+14%	+$73.1K	0.25%	80
2026 Q1	$535K	Buy	8,823 +1,181	+15%	+$68.8K	0.28%	73
2025 Q4	$412K	Buy	7,642 +1,286	+20%	+$61.9K	0.25%	86
2025 Q3	$287K	Buy	+6,356	New	+$297K	0.18%	108
2025 Q2	–	Sell	-6,254	Closed	-$381K	–	83
2025 Q1	$381K	Buy	6,254 +473	+8%	+$27.6K	0.41%	71
2024 Q4	$327K	Buy	+5,781	New	+$323K	0.35%	74

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Grant Private Wealth Management's BMY Position: Q2 2026 in Review

Grant Private Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $73.1K and bringing the position to 10,096 shares worth $582K. The position accounts for 0.25% of the portfolio, ranked #80.

Grant Private Wealth Management first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Grant Private Wealth Management held 10,096 shares of Bristol-Myers Squibb worth $582K as of Q2 2026.
Grant Private Wealth Management bought 1,273 Bristol-Myers Squibb shares in Q2 2026, an estimated $73.1K.
Bristol-Myers Squibb made up 0.25% of Grant Private Wealth Management's portfolio in Q2 2026, its #80 holding.
Grant Private Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
440 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.