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Maridea Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Maridea Wealth Management’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 		$421K Sell
7,309
-927
-11% -$53.2K 0.05% 344
2026
Q1 		$499K Buy
8,236
+3,416
+71% +$199K 0.07% 252
2025
Q4 		$260K Sell
4,820
-8,352
-63% -$402K 0.04% 350
2025
Q3 		$574K Buy
13,172
+8,462
+180% +$395K 0.09% 218
2025
Q2 		$218K Buy
4,710
+1,371
+41% +$67.3K 0.06% 250
2025
Q1 		$204K Buy
+3,339
New +$195K 0.07% 219

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Maridea Wealth Management's BMY Position: Q2 2026 in Review

Maridea Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, selling an estimated $53.2K and leaving 7,309 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #344.

Maridea Wealth Management first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $574K in Q3 2025. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Maridea Wealth Management held 7,309 shares of Bristol-Myers Squibb worth $421K as of Q2 2026.
  • Maridea Wealth Management sold 927 Bristol-Myers Squibb shares in Q2 2026, an estimated $53.2K.
  • Bristol-Myers Squibb made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Maridea Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
  • Maridea Wealth Management's Bristol-Myers Squibb position peaked at $574K in Q3 2025.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.