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

Kiley Juergens 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	$205K	Sell	3,561 -75	-2%	-$4.31K	0.03%	232
2026 Q1	$220K	Buy	+3,636	New	+$212K	0.04%	223
2023 Q3	–	Sell	-10,688	Closed	-$683K	–	73
2023 Q2	$683K	Buy	10,688 +145	+1%	+$9.72K	0.24%	58
2023 Q1	$731K	Buy	+10,543	New	+$744K	0.27%	56
2018 Q4	–	Sell	-4,854	Closed	-$301K	–	111
2018 Q3	$301K	Sell	4,854 -60	-1%	-$3.56K	0.22%	73
2018 Q2	$271K	Buy	4,914 +126	+3%	+$6.8K	0.24%	67
2018 Q1	$302K	Sell	4,788 -194	-4%	-$12.5K	0.33%	60
2017 Q4	$305K	Buy	+4,982	New	+$312K	0.27%	60

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kiley Juergens Wealth Management's BMY Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 2.1% in Q2 2026, selling an estimated $4.31K and leaving 3,561 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #232.

Kiley Juergens Wealth Management first reported a position in BMY in Q4 2017 and has held it in 8 quarters since. The position peaked at $731K in Q1 2023. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kiley Juergens Wealth Management held 3,561 shares of Bristol-Myers Squibb worth $205K as of Q2 2026.
Kiley Juergens Wealth Management sold 75 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.31K.
Bristol-Myers Squibb made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #232 holding.
Kiley Juergens Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 8 quarters since.
Kiley Juergens Wealth Management's Bristol-Myers Squibb position peaked at $731K in Q1 2023.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.