One Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

One Wealth Advisors’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	$314K	Buy	5,444 +48	+0.9%	+$2.76K	0.03%	257
2026 Q1	$327K	Buy	5,396 +226	+4%	+$13.2K	0.04%	238
2025 Q4	$279K	Buy	5,170 +244	+5%	+$11.7K	0.03%	248
2025 Q3	$222K	Sell	4,926 -287	-6%	-$13.4K	0.03%	289
2025 Q2	$241K	Sell	5,213 -1,002	-16%	-$49.2K	0.03%	253
2025 Q1	$379K	Sell	6,215 -64	-1%	-$3.73K	0.06%	180
2024 Q4	$355K	Sell	6,279 -12,693	-67%	-$709K	0.05%	167
2024 Q3	$982K	Buy	18,972 +12,790	+207%	+$600K	0.15%	77
2024 Q2	$289K	Sell	6,182 -2,775	-31%	-$124K	0.06%	162
2024 Q1	$486K	Buy	+8,957	New	+$456K	0.08%	122
2023 Q4	–	Sell	-6,567	Closed	-$381K	–	212
2023 Q3	$381K	Sell	6,567 -1,886	-22%	-$116K	0.08%	117
2023 Q2	$541K	Sell	8,453 -2,026	-19%	-$136K	0.11%	95
2023 Q1	$726K	Buy	10,479 +820	+8%	+$57.8K	0.17%	73
2022 Q4	$695K	Buy	9,659 +1,400	+17%	+$106K	0.16%	82
2022 Q3	$587K	Buy	8,259 +2,980	+56%	+$216K	0.19%	66
2022 Q2	$406K	Buy	5,279 +1,164	+28%	+$88.7K	0.11%	103
2022 Q1	$301K	Buy	+4,115	New	+$276K	0.07%	150
2020 Q4	–	Sell	-6,939	Closed	-$418K	–	130
2020 Q3	$418K	Buy	6,939 +1,667	+32%	+$100K	0.29%	34
2020 Q2	$310K	Buy	5,272 +636	+14%	+$38K	0.25%	49
2020 Q1	$258K	Buy	+4,636	New	+$283K	0.26%	58

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

One Wealth Advisors's BMY Position: Q2 2026 in Review

One Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.89% in Q2 2026, buying an estimated $2.76K and bringing the position to 5,444 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #257.

One Wealth Advisors first reported a position in BMY in Q1 2020 and has held it in 20 quarters since. The position peaked at $982K in Q3 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

One Wealth Advisors held 5,444 shares of Bristol-Myers Squibb worth $314K as of Q2 2026.
One Wealth Advisors bought 48 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.76K.
Bristol-Myers Squibb made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #257 holding.
One Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 20 quarters since.
One Wealth Advisors's Bristol-Myers Squibb position peaked at $982K in Q3 2024.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.