AWL
BMY icon

AFFINITY WEALTH LLC’s Bristol-Myers Squibb BMY Stock Holding History

AFFINITY WEALTH LLC’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 		$3.69K Hold
64
– – ﹤0.01% 21
2026
Q1 		$3.88K Hold
64
– – ﹤0.01% 19
2025
Q4 		$3.45K Sell
64
-335
-84% -$16.1K ﹤0.01% 45
2025
Q3 		$18K Hold
399
– – 0.01% 28
2025
Q2 		$18.5K Hold
399
– – 0.02% 27
2025
Q1 		$24.3K Buy
399
+9
+2% +$525 0.02% 18
2024
Q4 		$22.1K Buy
+390
New +$21.8K 0.02% 17

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

AFFINITY WEALTH LLC's BMY Position: Q2 2026 in Review

AFFINITY WEALTH LLC held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 64 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #21.

AFFINITY WEALTH LLC first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q1 2025. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • AFFINITY WEALTH LLC held 64 shares of Bristol-Myers Squibb worth $3.69K as of Q2 2026.
  • AFFINITY WEALTH LLC left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up ﹤0.01% of AFFINITY WEALTH LLC's portfolio in Q2 2026, its #21 holding.
  • AFFINITY WEALTH LLC first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • AFFINITY WEALTH LLC's Bristol-Myers Squibb position peaked at $24.3K in Q1 2025.
  • 2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2026, filed 26 Aug 2026.