OWP
BMY icon

ORG Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

ORG Wealth Partners’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 		$360K Buy
6,242
+1,279
+26% +$73.4K 0.05% 179
2026
Q1 		$301K Buy
4,963
+696
+16% +$40.6K 0.06% 179
2025
Q4 		$230K Buy
4,267
+3,615
+554% +$174K 0.05% 183
2025
Q3 		$29.4K Hold
652
– – 0.01% 354
2025
Q2 		$31K Hold
652
– – 0.01% 362
2025
Q1 		$38.8K Hold
652
– – 0.01% 371
2024
Q4 		$36.9K Hold
652
– – 0.01% 270
2024
Q3 		$33.7K Buy
+652
New +$30.6K 0.01% 276

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 $3.38T AUM 44.17% 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

ORG Wealth Partners's BMY Position: Q2 2026 in Review

ORG Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, buying an estimated $73.4K and bringing the position to 6,242 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #179.

ORG Wealth Partners first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • ORG Wealth Partners held 6,242 shares of Bristol-Myers Squibb worth $360K as of Q2 2026.
  • ORG Wealth Partners bought 1,279 Bristol-Myers Squibb shares in Q2 2026, an estimated $73.4K.
  • Bristol-Myers Squibb made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #179 holding.
  • ORG Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.