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

JPL 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 		$64.5K Sell
1,119
-842
-43% -$48.3K 0.01% 226
2026
Q1 		$119K Buy
+1,961
New +$114K 0.03% 149
2025
Q4 		– Sell
-793
Closed -$35.8K – 248
2025
Q3 		$35.8K Buy
+793
New +$37K 0.01% 290

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 $3.38T AUM 44.17% 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

JPL Wealth Management's BMY Position: Q2 2026 in Review

JPL Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 43% in Q2 2026, selling an estimated $48.3K and leaving 1,119 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #226.

JPL Wealth Management first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $119K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • JPL Wealth Management held 1,119 shares of Bristol-Myers Squibb worth $64.5K as of Q2 2026.
  • JPL Wealth Management sold 842 Bristol-Myers Squibb shares in Q2 2026, an estimated $48.3K.
  • Bristol-Myers Squibb made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #226 holding.
  • JPL Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Bristol-Myers Squibb position peaked at $119K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.