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

Navigoe 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	$25K	Buy	445 +45	+11%	+$2.58K	0.01%	115
2026 Q1	$24K	Hold	400	–	–	0.01%	97
2025 Q4	$21K	Hold	400	–	–	0.01%	108
2025 Q3	$18K	Hold	400	–	–	0.01%	112
2025 Q2	$18K	Hold	400	–	–	0.01%	95
2025 Q1	$24K	Hold	400	–	–	0.02%	86
2024 Q4	$22K	Buy	+400	New	+$22.4K	0.02%	90

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

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

Navigoe Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $2.58K and bringing the position to 445 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #115.

Navigoe Wealth Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Navigoe Wealth Management held 445 shares of Bristol-Myers Squibb worth $25K as of Q2 2026.
Navigoe Wealth Management bought 45 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.58K.
Bristol-Myers Squibb made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #115 holding.
Navigoe Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.