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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Sell
3,611
-22
-0.6% -$1.26K 0.15% 58
2026
Q1
$220K Buy
+3,633
New +$212K 0.19% 50

Other funds holding BMY

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

HBE Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.61% in Q2 2026, selling an estimated $1.26K and leaving 3,611 shares worth $208K. The position accounts for 0.15% of the portfolio, ranked #58.

HBE Wealth Management first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 2,501 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • HBE Wealth Management held 3,611 shares of Bristol-Myers Squibb worth $208K as of Q2 2026.
  • HBE Wealth Management sold 22 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.26K.
  • Bristol-Myers Squibb made up 0.15% of HBE Wealth Management's portfolio in Q2 2026, its #58 holding.
  • HBE Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • HBE Wealth Management's Bristol-Myers Squibb position peaked at $220K in Q1 2026.
  • 2,501 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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