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

Marietta 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	$384K	Sell	6,663 -699	-9%	-$40.1K	0.04%	118
2026 Q1	$446K	Buy	+7,362	New	+$429K	0.05%	113
2021 Q4	–	Sell	-10,792	Closed	-$639K	–	116
2021 Q3	$639K	Sell	10,792 -5,790	-35%	-$381K	0.14%	93
2021 Q2	$1.11M	Sell	16,582 -40,799	-71%	-$2.66M	0.25%	88
2021 Q1	$3.62M	Buy	57,381 +2,354	+4%	+$146K	0.9%	48
2020 Q4	$3.41M	Sell	55,027 -712	-1%	-$43.8K	0.94%	48
2020 Q3	$3.36M	Sell	55,739 -987	-2%	-$59.4K	1.05%	37
2020 Q2	$3.33M	Buy	56,726 +1,862	+3%	+$111K	1.14%	36
2020 Q1	$3.06M	Buy	54,864 +820	+2%	+$50.1K	1.19%	33
2019 Q4	$3.47M	Buy	54,044 +4,800	+10%	+$275K	1.14%	36
2019 Q3	$2.5M	Buy	49,244 +7,176	+17%	+$337K	0.91%	56
2019 Q2	$1.91M	Buy	42,068 +4,587	+12%	+$214K	0.74%	62
2019 Q1	$1.79M	Buy	+37,481	New	+$1.87M	0.73%	64

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

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

Marietta Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 9.5% in Q2 2026, selling an estimated $40.1K and leaving 6,663 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #118.

Marietta Wealth Management first reported a position in BMY in Q1 2019 and has held it in 13 quarters since. The position peaked at $3.62M in Q1 2021. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Marietta Wealth Management held 6,663 shares of Bristol-Myers Squibb worth $384K as of Q2 2026.
Marietta Wealth Management sold 699 Bristol-Myers Squibb shares in Q2 2026, an estimated $40.1K.
Bristol-Myers Squibb made up 0.04% of Marietta Wealth Management's portfolio in Q2 2026, its #118 holding.
Marietta Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 13 quarters since.
Marietta Wealth Management's Bristol-Myers Squibb position peaked at $3.62M in Q1 2021.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.