Impact Partnership Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Impact Partnership Wealth’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	$2.07M	Buy	35,952 +27,032	+303%	+$1.55M	0.2%	71
2026 Q1	$541K	Sell	8,920 -2,819	-24%	-$164K	0.07%	190
2025 Q4	$633K	Sell	11,739 -20,813	-64%	-$1M	0.08%	162
2025 Q3	$1.47M	Buy	32,552 +5,456	+20%	+$255K	0.22%	53
2025 Q2	$1.25M	Buy	27,096 +12,917	+91%	+$634K	0.23%	44
2025 Q1	$865K	Sell	14,179 -3,789	-21%	-$221K	0.18%	56
2024 Q4	$1.02M	Sell	17,968 -11	-0.1%	-$615	0.21%	58
2024 Q3	$930K	Buy	+17,979	New	+$843K	0.21%	57
2024 Q2	–	Sell	-14,561	Closed	-$790K	–	266
2024 Q1	$790K	Sell	14,561 -2,112	-13%	-$108K	0.31%	38
2023 Q4	$855K	Buy	16,673 +15,082	+948%	+$792K	0.31%	38
2023 Q3	$92.3K	Sell	1,591 -3,459	-68%	-$212K	0.03%	328
2023 Q2	$323K	Buy	+5,050	New	+$339K	0.11%	129

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

Impact Partnership Wealth's BMY Position: Q2 2026 in Review

Impact Partnership Wealth increased its Bristol-Myers Squibb (BMY) stake by 303% in Q2 2026, buying an estimated $1.55M and bringing the position to 35,952 shares worth $2.07M. The position accounts for 0.2% of the portfolio, ranked #71.

Impact Partnership Wealth first reported a position in BMY in Q2 2023 and has held it in 12 quarters since. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Impact Partnership Wealth held 35,952 shares of Bristol-Myers Squibb worth $2.07M as of Q2 2026.
Impact Partnership Wealth bought 27,032 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.55M.
Bristol-Myers Squibb made up 0.2% of Impact Partnership Wealth's portfolio in Q2 2026, its #71 holding.
Impact Partnership Wealth first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 12 quarters since.
2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.