Omnia Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Omnia Family Wealth’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	$225K	Buy	3,907 +428	+12%	+$24.6K	0.06%	90
2026 Q1	$211K	Buy	+3,479	New	+$203K	0.07%	85
2019 Q2	–	Sell	-390	Closed	-$19K	–	152
2019 Q1	$19K	Sell	390 -379	-49%	-$18.9K	0.01%	215
2018 Q4	$40K	Hold	769	–	–	0.02%	162
2018 Q3	$48K	Hold	769	–	–	0.02%	156
2018 Q2	$43K	Sell	769 -94	-11%	-$5.08K	0.02%	160
2018 Q1	$55K	Sell	863 -50	-5%	-$3.22K	0.03%	146
2017 Q4	$56K	Buy	913 +231	+34%	+$14.4K	0.03%	151
2017 Q3	$43K	Sell	682 -198	-23%	-$11.6K	0.02%	157
2017 Q2	$49K	Sell	880 -174	-17%	-$9.47K	0.02%	152
2017 Q1	$57K	Buy	1,054 +218	+26%	+$12K	0.03%	149
2016 Q4	$49K	Buy	+836	New	+$45.7K	0.02%	160

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 $3.37T AUM 44.26% 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

Omnia Family Wealth's BMY Position: Q2 2026 in Review

Omnia Family Wealth increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,907 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #90.

Omnia Family Wealth first reported a position in BMY in Q4 2016 and has held it in 12 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Omnia Family Wealth held 3,907 shares of Bristol-Myers Squibb worth $225K as of Q2 2026.
Omnia Family Wealth bought 428 Bristol-Myers Squibb shares in Q2 2026, an estimated $24.6K.
Bristol-Myers Squibb made up 0.06% of Omnia Family Wealth's portfolio in Q2 2026, its #90 holding.
Omnia Family Wealth first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 12 quarters since.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.