Prestige Wealth Management Group’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
2024
Q3
– Hold
0
– -$41.5K – 1035
2024
Q2
– Hold
0
– – – 239
2024
Q1
– Hold
0
– – – 91
2023
Q4
– Hold
0
– – – 114

Other funds holding BMY

Prestige Wealth Management Group's BMY Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Bristol-Myers Squibb (BMY) stake by 9.8% in Q2 2026, selling an estimated $129K and leaving 20,647 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #67.

Prestige Wealth Management Group first reported a position in BMY in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.93M in Q2 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Prestige Wealth Management Group held 20,647 shares of Bristol-Myers Squibb worth $1.19M as of Q2 2026.
  • Prestige Wealth Management Group sold 2,249 Bristol-Myers Squibb shares in Q2 2026, an estimated $129K.
  • Bristol-Myers Squibb made up 0.22% of Prestige Wealth Management Group's portfolio in Q2 2026, its #67 holding.
  • Prestige Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Bristol-Myers Squibb position peaked at $1.93M in Q2 2022.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.