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

Kingsview 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
2020 Q3	–	Sell	-300	Closed	-$1K	–	649
2020 Q2	$1K	Buy	+300	New	+$17.9K	﹤0.01%	589
2019 Q4	–	Sell	-200	Closed	-$1K	–	494
2019 Q3	$1K	Buy	+200	New	+$9.4K	﹤0.01%	426
2018 Q4	–	Sell	-300	Closed	-$1K	–	381
2018 Q3	$1K	Buy	+300	New	+$17.8K	﹤0.01%	385
2017 Q3	–	Sell	-10,200	Closed	-$1K	–	367
2017 Q2	$1K	Buy	+10,200	New	+$555K	﹤0.01%	325

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 $3.38T AUM 44.17% 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

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

Kingsview Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 61% in Q2 2026, selling an estimated $4.02M and leaving 45,093 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #501.

Kingsview Wealth Management first reported a position in BMY in Q1 2017 and has held it in 38 quarters since. The position peaked at $9.53M in Q1 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kingsview Wealth Management held 45,093 shares of Bristol-Myers Squibb worth $2.6M as of Q2 2026.
Kingsview Wealth Management sold 69,975 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.02M.
Bristol-Myers Squibb made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #501 holding.
Kingsview Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's Bristol-Myers Squibb position peaked at $9.53M in Q1 2024.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.