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

Jackson Thornton Wealth Management’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 		$1.23M Sell
21,395
-2,876
-12% -$165K 0.1% 60
2026
Q1 		$1.42M Buy
24,271
+3,975
+20% +$232K 0.13% 45
2025
Q4 		$1.1M Buy
20,296
+14,091
+227% +$678K 0.1% 53
2025
Q3 		$276K Buy
+6,205
New +$290K 0.03% 201

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

Jackson Thornton Wealth Management's BMY Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $165K and leaving 21,395 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #60.

Jackson Thornton Wealth Management first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Jackson Thornton Wealth Management held 21,395 shares of Bristol-Myers Squibb worth $1.23M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 2,876 Bristol-Myers Squibb shares in Q2 2026, an estimated $165K.
  • Bristol-Myers Squibb made up 0.1% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Jackson Thornton Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Bristol-Myers Squibb position peaked at $1.42M in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.