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Medallion Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Medallion Wealth Advisors’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 		$120K Sell
2,084
-1,038
-33% -$59.6K 0.04% 319
2026
Q1 		$189K Buy
3,122
+11
+0.4% +$641 0.06% 261
2025
Q4 		$168K Buy
3,111
+11
+0.4% +$529 0.06% 265
2025
Q3 		$140K Sell
3,100
-137
-4% -$6.4K 0.05% 288
2025
Q2 		$153K Buy
3,237
+11
+0.3% +$540 0.06% 271
2025
Q1 		$194K Sell
3,226
-51
-2% -$2.97K 0.09% 204
2024
Q4 		$190K Buy
+3,277
New +$183K 0.09% 194

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

Medallion Wealth Advisors's BMY Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 33% in Q2 2026, selling an estimated $59.6K and leaving 2,084 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #319.

Medallion Wealth Advisors first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $194K in Q1 2025. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Medallion Wealth Advisors held 2,084 shares of Bristol-Myers Squibb worth $120K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,038 Bristol-Myers Squibb shares in Q2 2026, an estimated $59.6K.
  • Bristol-Myers Squibb made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • Medallion Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Bristol-Myers Squibb position peaked at $194K in Q1 2025.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.