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

Paces Ferry 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	$250K	Sell	4,345 -78	-2%	-$4.48K	0.09%	117
2026 Q1	$268K	Buy	4,423 +151	+4%	+$8.8K	0.11%	111
2025 Q4	$230K	Buy	+4,272	New	+$206K	0.09%	117
2025 Q3	–	Sell	-4,515	Closed	-$209K	–	129
2025 Q2	$209K	Sell	4,515 -296	-6%	-$14.5K	0.1%	116
2025 Q1	$293K	Sell	4,811 -32	-0.7%	-$1.86K	0.15%	91
2024 Q4	$274K	Buy	+4,843	New	+$271K	0.13%	100
2020 Q4	–	Sell	-1,061	Closed	-$64K	–	243
2020 Q3	$64K	Buy	+1,061	New	+$63.9K	0.06%	206

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

Paces Ferry Wealth Advisors's BMY Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, selling an estimated $4.48K and leaving 4,345 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #117.

Paces Ferry Wealth Advisors first reported a position in BMY in Q3 2020 and has held it in 7 quarters since. The position peaked at $293K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Paces Ferry Wealth Advisors held 4,345 shares of Bristol-Myers Squibb worth $250K as of Q2 2026.
Paces Ferry Wealth Advisors sold 78 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.48K.
Bristol-Myers Squibb made up 0.09% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Paces Ferry Wealth Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 7 quarters since.
Paces Ferry Wealth Advisors's Bristol-Myers Squibb position peaked at $293K in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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