Lodestone Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Lodestone Wealth Management's BMY Position: Q2 2026 in Review
Lodestone Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 0.8% in Q2 2026, buying an estimated $746 and bringing the position to 1,635 shares worth $94.2K. The position accounts for 0.03% of the portfolio, ranked #241.
Lodestone Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.4K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Lodestone Wealth Management held 1,635 shares of Bristol-Myers Squibb worth $94.2K as of Q2 2026.
- Lodestone Wealth Management bought 13 Bristol-Myers Squibb shares in Q2 2026, an estimated $746.
- Bristol-Myers Squibb made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #241 holding.
- Lodestone Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- Lodestone Wealth Management's Bristol-Myers Squibb position peaked at $98.4K in Q1 2026.
- 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.