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

Greenwich 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	$235K	Sell	4,071 -1,445	-26%	-$83K	0.01%	268
2026 Q1	$335K	Sell	5,516 -453	-8%	-$26.4K	0.01%	231
2025 Q4	$322K	Buy	+5,969	New	+$287K	0.01%	227
2025 Q1	–	Sell	-4,225	Closed	-$239K	–	242
2024 Q4	$239K	Sell	4,225 -105	-2%	-$5.87K	0.02%	221
2024 Q3	$224K	Buy	+4,330	New	+$203K	0.02%	224
2024 Q2	–	Sell	-4,016	Closed	-$218K	–	246
2024 Q1	$218K	Buy	+4,016	New	+$205K	0.02%	217
2023 Q3	–	Sell	-3,358	Closed	-$215K	–	230
2023 Q2	$215K	Sell	3,358 -684	-17%	-$45.9K	0.02%	207
2023 Q1	$280K	Buy	4,042 +367	+10%	+$25.9K	0.03%	191
2022 Q4	$264K	Buy	3,675 +221	+6%	+$16.7K	0.03%	196
2022 Q3	$246K	Buy	3,454 +599	+21%	+$43.5K	0.03%	199
2022 Q2	$220K	Buy	+2,855	New	+$217K	0.03%	211
2016 Q3	–	Sell	-3,726	Closed	-$274K	–	212
2016 Q2	$274K	Hold	3,726	–	–	0.07%	160
2016 Q1	$238K	Buy	3,726 +250	+7%	+$15.8K	0.06%	162
2015 Q4	$239K	Hold	3,476	–	–	0.06%	134
2015 Q3	$206K	Hold	3,476	–	–	0.05%	152
2015 Q2	$231K	Hold	3,476	–	–	0.03%	157
2015 Q1	$224K	Hold	3,476	–	–	0.03%	157
2014 Q4	$205K	Sell	3,476 -2,056	-37%	-$116K	0.01%	160
2014 Q3	$283K	Sell	5,532 -110	-2%	-$5.5K	0.02%	152
2014 Q2	$274K	Buy	5,642 +166	+3%	+$8.18K	0.02%	144
2014 Q1	$284K	Sell	5,476 -1,000	-15%	-$53.2K	0.02%	134
2013 Q4	$344K	Sell	6,476 -119	-2%	-$6.06K	0.03%	132
2013 Q3	$305K	Hold	6,595	–	–	0.02%	132
2013 Q2	$295K	Buy	+6,595	New	+$286K	0.02%	123

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

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

Greenwich Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, selling an estimated $83K and leaving 4,071 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #268.

Greenwich Wealth Management first reported a position in BMY in Q2 2013 and has held it in 24 quarters since. The position peaked at $344K in Q4 2013. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Greenwich Wealth Management held 4,071 shares of Bristol-Myers Squibb worth $235K as of Q2 2026.
Greenwich Wealth Management sold 1,445 Bristol-Myers Squibb shares in Q2 2026, an estimated $83K.
Bristol-Myers Squibb made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #268 holding.
Greenwich Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 24 quarters since.
Greenwich Wealth Management's Bristol-Myers Squibb position peaked at $344K in Q4 2013.
2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.