Principia Wealth Advisory’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Principia Wealth Advisory's BMY Position: Q2 2026 in Review
Principia Wealth Advisory increased its Bristol-Myers Squibb (BMY) stake by 62% in Q2 2026, buying an estimated $4.54K and bringing the position to 207 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #225.
Principia Wealth Advisory first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Principia Wealth Advisory held 207 shares of Bristol-Myers Squibb worth $11.9K as of Q2 2026.
- Principia Wealth Advisory bought 79 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.54K.
- Bristol-Myers Squibb made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #225 holding.
- Principia Wealth Advisory first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
- 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.