High Note Wealth’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
$91.4K Sell
1,586
-55
-3% -$3.16K 0.02% 164
2026
Q1
$99.5K Buy
1,641
+87
+6% +$5.07K 0.02% 149
2025
Q4
$83.8K Sell
1,554
-49
-3% -$2.36K 0.02% 156
2025
Q3
$72.3K Buy
1,603
+98
+7% +$4.58K 0.01% 161
2025
Q2
$69.7K Hold
1,505
0.02% 157
2025
Q1
$91.8K Sell
1,505
-107
-7% -$6.24K 0.02% 132
2024
Q4
$91.2K Buy
+1,612
New +$90.1K 0.02% 136

Other funds holding BMY

High Note Wealth's BMY Position: Q2 2026 in Review

High Note Wealth reduced its Bristol-Myers Squibb (BMY) stake by 3.4% in Q2 2026, selling an estimated $3.16K and leaving 1,586 shares worth $91.4K. The position accounts for 0.02% of the portfolio, ranked #164.

High Note Wealth first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.5K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • High Note Wealth held 1,586 shares of Bristol-Myers Squibb worth $91.4K as of Q2 2026.
  • High Note Wealth sold 55 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.16K.
  • Bristol-Myers Squibb made up 0.02% of High Note Wealth's portfolio in Q2 2026, its #164 holding.
  • High Note Wealth first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Bristol-Myers Squibb position peaked at $99.5K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.