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Keudell/Morrison Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Keudell/Morrison 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 		$1.15M Sell
19,945
-449
-2% -$25.8K 0.22% 74
2026
Q1 		$1.24M Sell
20,394
-2,715
-12% -$158K 0.25% 64
2025
Q4 		$1.25M Buy
+23,109
New +$1.11M 0.26% 62
2025
Q2 		$648K Sell
14,005
-5,643
-29% -$277K 0.14% 100
2025
Q1 		$1.2M Sell
19,648
-1,562
-7% -$91K 0.28% 58
2024
Q4 		$1.2M Sell
21,210
-1,493
-7% -$83.4K 0.31% 57
2024
Q3 		$1.17M Buy
22,703
+1,458
+7% +$68.4K 0.32% 58
2024
Q2 		$882K Buy
21,245
+4,793
+29% +$214K 0.26% 68
2024
Q1 		$892K Buy
16,452
+5,511
+50% +$281K 0.27% 70
2023
Q4 		$561K Buy
10,941
+252
+2% +$13.2K 0.19% 100
2023
Q3 		$620K Sell
10,689
-860
-7% -$52.7K 0.19% 84
2023
Q2 		$739K Sell
11,549
-46
-0.4% -$3.08K 0.21% 75
2023
Q1 		$804K Sell
11,595
-532
-4% -$37.5K 0.24% 70
2022
Q4 		$873K Sell
12,127
-2,038
-14% -$154K 0.28% 65
2022
Q3 		$1.01M Sell
14,165
-2,661
-16% -$193K 0.38% 53
2022
Q2 		$1.3M Sell
16,826
-2,089
-11% -$159K 0.47% 45
2022
Q1 		$1.38M Buy
18,915
+1,385
+8% +$93K 0.58% 46
2021
Q4 		$1.09M Buy
17,530
+4,131
+31% +$242K 0.43% 57
2021
Q3 		$793K Sell
13,399
-801
-6% -$52.8K 0.34% 69
2021
Q2 		$949K Sell
14,200
-89
-0.6% -$5.8K 0.52% 58
2021
Q1 		$902K Sell
14,289
-411
-3% -$25.6K 0.52% 60
2020
Q4 		$912K Sell
14,700
-2,153
-13% -$132K 0.58% 56
2020
Q3 		$1.02M Sell
16,853
-1,149
-6% -$69.2K 0.65% 45
2020
Q2 		$1.06M Buy
18,002
+1,257
+8% +$75.2K 0.88% 36
2020
Q1 		$933K Sell
16,745
-445
-3% -$27.2K 0.91% 34
2019
Q4 		$1.1M Buy
17,190
+5,924
+53% +$339K 0.76% 39
2019
Q3 		$571K Hold
11,266
– – 0.47% 68
2019
Q2 		$521K Buy
11,266
+40
+0.4% +$1.86K 0.46% 72
2019
Q1 		$536K Buy
+11,226
New +$559K 0.47% 72

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

Keudell/Morrison Wealth Management's BMY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2026, selling an estimated $25.8K and leaving 19,945 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #74.

Keudell/Morrison Wealth Management first reported a position in BMY in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.38M in Q1 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Keudell/Morrison Wealth Management held 19,945 shares of Bristol-Myers Squibb worth $1.15M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 449 Bristol-Myers Squibb shares in Q2 2026, an estimated $25.8K.
  • Bristol-Myers Squibb made up 0.22% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Keudell/Morrison Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Bristol-Myers Squibb position peaked at $1.38M in Q1 2022.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.