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

Mosley 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	$194K	Buy	3,371 +3,200	+1,871%	+$184K	0.06%	157
2026 Q1	$7.72K	Buy	+171	New	+$9.97K	﹤0.01%	319
2024 Q3	–	Sell	-6,937	Closed	-$288K	–	116
2024 Q2	$288K	Buy	6,937 +730	+12%	+$32.7K	0.25%	84
2024 Q1	$337K	Sell	6,207 -72	-1%	-$3.67K	0.32%	73
2023 Q4	$322K	Buy	+6,279	New	+$330K	0.32%	69

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Mosley Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1,871% in Q2 2026, buying an estimated $184K and bringing the position to 3,371 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #157.

Mosley Wealth Management first reported a position in BMY in Q4 2023 and has held it in 5 quarters since. The position peaked at $337K in Q1 2024. 1,584 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Mosley Wealth Management held 3,371 shares of Bristol-Myers Squibb worth $194K as of Q2 2026.
Mosley Wealth Management bought 3,200 Bristol-Myers Squibb shares in Q2 2026, an estimated $184K.
Bristol-Myers Squibb made up 0.06% of Mosley Wealth Management's portfolio in Q2 2026, its #157 holding.
Mosley Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 5 quarters since.
Mosley Wealth Management's Bristol-Myers Squibb position peaked at $337K in Q1 2024.
1,584 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.