LeClair Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

LeClair Wealth Partners’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	$572K	Buy	+9,922	New	+$570K	0.3%	62
2026 Q1	–	Sell	-9,636	Closed	-$520K	–	112
2025 Q4	$520K	Hold	9,636	–	–	0.3%	54
2025 Q3	$435K	Sell	9,636 -40	-0.4%	-$1.87K	0.27%	53
2025 Q2	$448K	Sell	9,676 -13	-0.1%	-$638	0.3%	56
2025 Q1	$591K	Buy	9,689 +26	+0.3%	+$1.52K	0.43%	49
2024 Q4	$547K	Buy	+9,663	New	+$540K	0.36%	53

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

LeClair Wealth Partners's BMY Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 9,922 shares worth $572K. The stake represents 0.3% of the portfolio and ranks #62 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in BMY as recently as Q4 2025.

LeClair Wealth Partners first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $591K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

LeClair Wealth Partners held 9,922 shares of Bristol-Myers Squibb worth $572K as of Q2 2026.
Bristol-Myers Squibb was a new LeClair Wealth Partners position in Q2 2026.
Bristol-Myers Squibb made up 0.3% of LeClair Wealth Partners's portfolio in Q2 2026, its #62 holding.
LeClair Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's Bristol-Myers Squibb position peaked at $591K in Q1 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.