MBL Wealth’s Bristol-Myers Squibb BMY Stock Holding History

MBL 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	$479K	Sell	8,305 -1,434	-15%	-$82.3K	0.03%	219
2026 Q1	$591K	Buy	+9,739	New	+$568K	0.04%	174
2025 Q2	–	Sell	-5,974	Closed	-$364K	–	242
2025 Q1	$364K	Buy	5,974 +1,300	+28%	+$75.8K	0.04%	163
2024 Q4	$264K	Buy	+4,674	New	+$261K	0.03%	191
2024 Q1	–	Sell	-4,193	Closed	-$215K	–	202
2023 Q4	$215K	Buy	4,193 +545	+15%	+$28.6K	0.03%	172
2023 Q3	$212K	Sell	3,648 -111	-3%	-$6.8K	0.03%	160
2023 Q2	$240K	Sell	3,759 -263	-7%	-$17.6K	0.03%	152
2023 Q1	$279K	Buy	4,022 +681	+20%	+$48K	0.04%	132
2022 Q4	$240K	Sell	3,341 -40	-1%	-$3.02K	0.05%	144
2022 Q3	$240K	Buy	3,381 +40	+1%	+$2.9K	0.05%	135
2022 Q2	$257K	Sell	3,341 -1,054	-24%	-$80.3K	0.06%	117
2022 Q1	$321K	Buy	+4,395	New	+$295K	0.08%	127
2021 Q1	$238K	Buy	3,769 +270	+8%	+$16.8K	0.08%	137
2020 Q4	$217K	Buy	+3,499	New	+$215K	0.09%	117

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 $3.37T AUM 44.26% 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

MBL Wealth's BMY Position: Q2 2026 in Review

MBL Wealth reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, selling an estimated $82.3K and leaving 8,305 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #219.

MBL Wealth first reported a position in BMY in Q4 2020 and has held it in 14 quarters since. The position peaked at $591K in Q1 2026. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MBL Wealth held 8,305 shares of Bristol-Myers Squibb worth $479K as of Q2 2026.
MBL Wealth sold 1,434 Bristol-Myers Squibb shares in Q2 2026, an estimated $82.3K.
Bristol-Myers Squibb made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #219 holding.
MBL Wealth first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 14 quarters since.
MBL Wealth's Bristol-Myers Squibb position peaked at $591K in Q1 2026.
2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.