Heritage Wealth Management (Ohio)’s Bristol-Myers Squibb BMY Stock Holding History

Heritage Wealth Management (Ohio)’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	$444K	Buy	+7,708	New	+$443K	0.11%	178
2026 Q1	–	Sell	-7,708	Closed	-$416K	–	162
2025 Q4	$416K	Hold	7,708	–	–	0.12%	169
2025 Q3	$348K	Hold	7,708	–	–	0.1%	177
2025 Q2	$357K	Sell	7,708 -127	-2%	-$6.23K	0.12%	170
2025 Q1	$478K	Sell	7,835 -348	-4%	-$20.3K	0.16%	140
2024 Q4	$463K	Sell	8,183 -400	-5%	-$22.4K	0.15%	142
2024 Q3	$444K	Sell	8,583 -725	-8%	-$34K	0.15%	147
2024 Q2	$369K	Buy	+9,308	New	+$416K	0.12%	163

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

Heritage Wealth Management (Ohio)'s BMY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 7,708 shares worth $444K. The stake represents 0.11% of the portfolio and ranks #178 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in BMY as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in BMY in Q2 2024 and has held it in 8 quarters since. The position peaked at $478K in Q1 2025. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Heritage Wealth Management (Ohio) held 7,708 shares of Bristol-Myers Squibb worth $444K as of Q2 2026.
Bristol-Myers Squibb was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Bristol-Myers Squibb made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #178 holding.
Heritage Wealth Management (Ohio) first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Bristol-Myers Squibb position peaked at $478K in Q1 2025.
2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.