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Keystone Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History

Keystone Wealth Services’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 		$369K Sell
6,410
-211
-3% -$12.1K 0.07% 234
2026
Q1 		$402K Sell
6,621
-677
-9% -$39.5K 0.09% 213
2025
Q4 		$394K Sell
7,298
-164
-2% -$7.89K 0.08% 178
2025
Q3 		$337K Buy
7,462
+1,111
+17% +$51.9K 0.07% 231
2025
Q2 		$294K Buy
6,351
+5
+0.1% +$245 0.07% 234
2025
Q1 		$387K Sell
6,346
-115
-2% -$6.7K 0.1% 178
2024
Q4 		$365K Buy
6,461
+260
+4% +$14.5K 0.1% 183
2024
Q3 		$321K Sell
6,201
-305
-5% -$14.3K 0.09% 200
2024
Q2 		$270K Buy
6,506
+7
+0.1% +$313 0.08% 189
2024
Q1 		$352K Sell
6,499
-414
-6% -$21.1K 0.11% 156
2023
Q4 		$355K Sell
6,913
-205
-3% -$10.8K 0.12% 154
2023
Q3 		$413K Sell
7,118
-254
-3% -$15.6K 0.16% 131
2023
Q2 		$471K Sell
7,372
-96
-1% -$6.44K 0.18% 123
2023
Q1 		$518K Buy
7,468
+148
+2% +$10.4K 0.21% 109
2022
Q4 		$527K Buy
7,320
+9
+0.1% +$679 0.23% 98
2022
Q3 		$520K Buy
7,311
+9
+0.1% +$653 0.25% 80
2022
Q2 		$562K Sell
7,302
-42
-0.6% -$3.2K 0.25% 82
2022
Q1 		$536K Buy
7,344
+357
+5% +$24K 0.21% 95
2021
Q4 		$436K Buy
+6,987
New +$410K 0.18% 101

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

Keystone Wealth Services's BMY Position: Q2 2026 in Review

Keystone Wealth Services reduced its Bristol-Myers Squibb (BMY) stake by 3.2% in Q2 2026, selling an estimated $12.1K and leaving 6,410 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #234.

Keystone Wealth Services first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $562K in Q2 2022. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Keystone Wealth Services held 6,410 shares of Bristol-Myers Squibb worth $369K as of Q2 2026.
  • Keystone Wealth Services sold 211 Bristol-Myers Squibb shares in Q2 2026, an estimated $12.1K.
  • Bristol-Myers Squibb made up 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #234 holding.
  • Keystone Wealth Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Bristol-Myers Squibb position peaked at $562K in Q2 2022.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.