MASECO Private Wealth’s Bristol-Myers Squibb BMY Stock Holding History

MASECO Private Wealth’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	$77.9K	Sell	1,352 -130	-9%	-$7.46K	﹤0.01%	148
2026 Q1	$89.8K	Hold	1,482	–	–	﹤0.01%	123
2025 Q4	$79.9K	Buy	+1,482	New	+$71.3K	﹤0.01%	137
2025 Q3	–	Sell	-5,528	Closed	-$256K	–	306
2025 Q2	$256K	Buy	+5,528	New	+$271K	0.01%	95

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

MASECO Private Wealth's BMY Position: Q2 2026 in Review

MASECO Private Wealth reduced its Bristol-Myers Squibb (BMY) stake by 8.8% in Q2 2026, selling an estimated $7.46K and leaving 1,352 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

MASECO Private Wealth first reported a position in BMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q2 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MASECO Private Wealth held 1,352 shares of Bristol-Myers Squibb worth $77.9K as of Q2 2026.
MASECO Private Wealth sold 130 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.46K.
Bristol-Myers Squibb made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #148 holding.
MASECO Private Wealth first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's Bristol-Myers Squibb position peaked at $256K in Q2 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.