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

LMG 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	$3.11M	Buy	54,001 +1,029	+2%	+$59.1K	0.5%	62
2026 Q1	$3.21M	Buy	52,972 +5,866	+12%	+$342K	0.59%	54
2025 Q4	$2.54M	Sell	47,106 -5,146	-10%	-$248K	0.47%	61
2025 Q3	$2.36M	Buy	52,252 +4,519	+9%	+$211K	0.44%	64
2025 Q2	$2.21M	Buy	47,733 +991	+2%	+$48.6K	0.45%	63
2025 Q1	$2.85M	Buy	46,742 +330	+0.7%	+$19.2K	0.64%	48
2024 Q4	$2.63M	Buy	46,412 +923	+2%	+$51.6K	0.57%	54
2024 Q3	$2.35M	Buy	45,489 +2,191	+5%	+$103K	0.54%	51
2024 Q2	$1.8M	Buy	43,298 +3,950	+10%	+$177K	0.45%	54
2024 Q1	$2.13M	Buy	39,348 +349	+0.9%	+$17.8K	0.54%	51
2023 Q4	$2M	Buy	38,999 +101	+0.3%	+$5.3K	0.56%	52
2023 Q3	$2.26M	Buy	38,898 +2,336	+6%	+$143K	0.69%	46
2023 Q2	$2.34M	Buy	36,562 +1,799	+5%	+$121K	0.72%	43
2023 Q1	$2.41M	Buy	34,763 +374	+1%	+$26.4K	0.78%	40
2022 Q4	$2.49M	Buy	+34,389	New	+$2.59M	0.82%	38

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

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

LMG Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 1.9% in Q2 2026, buying an estimated $59.1K and bringing the position to 54,001 shares worth $3.11M. The position accounts for 0.5% of the portfolio, ranked #62.

LMG Wealth Partners first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.21M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

LMG Wealth Partners held 54,001 shares of Bristol-Myers Squibb worth $3.11M as of Q2 2026.
LMG Wealth Partners bought 1,029 Bristol-Myers Squibb shares in Q2 2026, an estimated $59.1K.
Bristol-Myers Squibb made up 0.5% of LMG Wealth Partners's portfolio in Q2 2026, its #62 holding.
LMG Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's Bristol-Myers Squibb position peaked at $3.21M in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.