MPWM Advisory Solutions’s Bristol-Myers Squibb BMY Stock Holding History

MPWM Advisory Solutions’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	$1.15K	Hold	20	–	–	﹤0.01%	532
2026 Q1	$1.21K	Hold	20	–	–	﹤0.01%	530
2025 Q4	$1.08K	Hold	20	–	–	﹤0.01%	507
2025 Q3	$902	Buy	+20	New	+$934	﹤0.01%	487
2025 Q2	–	Sell	-44	Closed	-$2.68K	–	559
2025 Q1	$2.68K	Hold	44	–	–	﹤0.01%	429
2024 Q4	$2.49K	Buy	+44	New	+$2.46K	﹤0.01%	448

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

MPWM Advisory Solutions's BMY Position: Q2 2026 in Review

MPWM Advisory Solutions held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 20 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

MPWM Advisory Solutions first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.68K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

MPWM Advisory Solutions held 20 shares of Bristol-Myers Squibb worth $1.15K as of Q2 2026.
MPWM Advisory Solutions left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #532 holding.
MPWM Advisory Solutions first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Bristol-Myers Squibb position peaked at $2.68K in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.