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

McCarter Private Wealth Services’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	$619K	Buy	10,747 +486	+5%	+$27.9K	0.21%	100
2026 Q1	$622K	Buy	10,261 +2,075	+25%	+$121K	0.27%	81
2025 Q4	$442K	Buy	8,186 +3,255	+66%	+$157K	0.2%	99
2025 Q3	$222K	Buy	4,931 +235	+5%	+$11K	0.11%	120
2025 Q2	$217K	Hold	4,696	–	–	0.12%	109
2025 Q1	$286K	Buy	4,696 +150	+3%	+$8.74K	0.19%	83
2024 Q4	$257K	Sell	4,546 -552	-11%	-$30.8K	0.16%	89
2024 Q3	$264K	Buy	+5,098	New	+$239K	0.17%	87

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

McCarter Private Wealth Services's BMY Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Bristol-Myers Squibb (BMY) stake by 4.7% in Q2 2026, buying an estimated $27.9K and bringing the position to 10,747 shares worth $619K. The position accounts for 0.21% of the portfolio, ranked #100.

McCarter Private Wealth Services first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $622K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

McCarter Private Wealth Services held 10,747 shares of Bristol-Myers Squibb worth $619K as of Q2 2026.
McCarter Private Wealth Services bought 486 Bristol-Myers Squibb shares in Q2 2026, an estimated $27.9K.
Bristol-Myers Squibb made up 0.21% of McCarter Private Wealth Services's portfolio in Q2 2026, its #100 holding.
McCarter Private Wealth Services first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Bristol-Myers Squibb position peaked at $622K in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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