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

Modern 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	$1.75M	Buy	30,395 +7,600	+33%	+$436K	0.02%	408
2026 Q1	$1.41M	Buy	22,795 +2,427	+12%	+$141K	0.02%	355
2025 Q4	$1.1M	Buy	20,368 +1,690	+9%	+$81.3K	0.02%	393
2025 Q3	$842K	Sell	18,678 -617	-3%	-$28.8K	0.02%	420
2025 Q2	$893K	Buy	19,295 +869	+5%	+$42.7K	0.02%	382
2025 Q1	$1.12M	Buy	18,426 +2,608	+16%	+$152K	0.04%	291
2024 Q4	$895K	Buy	15,818 +3,067	+24%	+$171K	0.03%	270
2024 Q3	$660K	Buy	+12,751	New	+$598K	0.04%	212

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

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

Modern Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 33% in Q2 2026, buying an estimated $436K and bringing the position to 30,395 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #408.

Modern Wealth Management first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Modern Wealth Management held 30,395 shares of Bristol-Myers Squibb worth $1.75M as of Q2 2026.
Modern Wealth Management bought 7,600 Bristol-Myers Squibb shares in Q2 2026, an estimated $436K.
Bristol-Myers Squibb made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #408 holding.
Modern Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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