Legacy Wealth Management (Idaho)’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-21	Closed	-$1.27K	–	285
2026 Q1	$1.27K	Buy	+21	New	+$1.22K	﹤0.01%	836
2025 Q3	–	Sell	-30	Closed	-$1.39K	–	783
2025 Q2	$1.39K	Sell	30 -175	-85%	-$8.59K	﹤0.01%	560
2025 Q1	$12.5K	Buy	205 +175	+583%	+$10.2K	0.01%	299
2024 Q4	$1.71K	Hold	30	–	–	﹤0.01%	520
2024 Q3	$1.75K	Buy	+30	New	+$1.41K	﹤0.01%	494

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

Legacy Wealth Management (Idaho)'s BMY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 21 shares — an estimated $1.27K sold.

Legacy Wealth Management (Idaho) first reported a position in BMY in Q3 2024 and held it in 5 quarters. The position peaked at $12.5K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 21 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.27K.
Legacy Wealth Management (Idaho) first reported a position in Bristol-Myers Squibb in Q3 2024 and held it in 5 quarters.
Legacy Wealth Management (Idaho)'s Bristol-Myers Squibb position peaked at $12.5K in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.