LJI Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
LJI Wealth Management's BMY Position: Q2 2026 in Review
LJI Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 9.6% in Q2 2026, selling an estimated $206K and leaving 34,006 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #37.
LJI Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q1 2026. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- LJI Wealth Management held 34,006 shares of Bristol-Myers Squibb worth $1.96M as of Q2 2026.
- LJI Wealth Management sold 3,592 Bristol-Myers Squibb shares in Q2 2026, an estimated $206K.
- Bristol-Myers Squibb made up 0.27% of LJI Wealth Management's portfolio in Q2 2026, its #37 holding.
- LJI Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- LJI Wealth Management's Bristol-Myers Squibb position peaked at $2.28M in Q1 2026.
- 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.