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Intentional Wealth Strategies’s Bristol-Myers Squibb BMY Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-615
Closed -$37.3K – 171
2026
Q1 		$37.3K Buy
+615
New +$35.9K 0.03% 184

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intentional Wealth Strategies's BMY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 615 shares — an estimated $37.3K sold.

Intentional Wealth Strategies first reported a position in BMY in Q1 2026 and held it in 1 quarter. The position peaked at $37.3K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 615 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.3K.
  • Intentional Wealth Strategies first reported a position in Bristol-Myers Squibb in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Bristol-Myers Squibb position peaked at $37.3K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.