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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$338K Sell
5,866
-301
-5% -$17.3K 0.2% 56
2026
Q1
$374K Buy
6,167
+96
+2% +$5.6K 0.23% 55
2025
Q4
$327K Sell
6,071
-2,230
-27% -$107K 0.25% 50
2025
Q3
$374K Buy
8,301
+50
+0.6% +$2.33K 0.25% 52
2025
Q2
$382K Buy
8,251
+435
+6% +$21.4K 0.31% 46
2025
Q1
$477K Hold
7,816
0.35% 38
2024
Q4
$440K Buy
+7,816
New +$437K 0.48% 40

Other funds holding BMY

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

Palacios Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 4.9% in Q2 2026, selling an estimated $17.3K and leaving 5,866 shares worth $338K. The position accounts for 0.2% of the portfolio, ranked #56.

Palacios Wealth Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Palacios Wealth Management held 5,866 shares of Bristol-Myers Squibb worth $338K as of Q2 2026.
  • Palacios Wealth Management sold 301 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.3K.
  • Bristol-Myers Squibb made up 0.2% of Palacios Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Palacios Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Bristol-Myers Squibb position peaked at $477K in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.