Pension & Wealth Management Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pension & Wealth Management 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	$709K	Hold	12,304	–	–	0.19%	81
2026 Q1	$746K	Hold	12,304	–	–	0.22%	71
2025 Q4	$664K	Buy	12,304 +12,202	+11,963%	+$587K	0.2%	78
2025 Q3	$4.63K	Sell	102 -99	-49%	-$4.62K	﹤0.01%	442
2025 Q2	$9.32K	Sell	201 -54	-21%	-$2.65K	﹤0.01%	367
2025 Q1	$15.6K	Buy	255 +100	+65%	+$5.83K	0.01%	341
2024 Q4	$8.77K	Buy	155 +55	+55%	+$3.07K	﹤0.01%	372
2024 Q3	$5.17K	Buy	+100	New	+$4.69K	﹤0.01%	319
2024 Q2	–	Sell	-1,033	Closed	-$56K	–	365
2024 Q1	$56K	Buy	+1,033	New	+$52.6K	0.04%	183

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's BMY Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 12,304 shares worth $709K. The position accounts for 0.19% of the portfolio, ranked #81.

Pension & Wealth Management Advisors first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. The position peaked at $746K in Q1 2026. 2,401 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Pension & Wealth Management Advisors held 12,304 shares of Bristol-Myers Squibb worth $709K as of Q2 2026.
Pension & Wealth Management Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.19% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #81 holding.
Pension & Wealth Management Advisors first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
Pension & Wealth Management Advisors's Bristol-Myers Squibb position peaked at $746K in Q1 2026.
2,401 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.