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Principle Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History

Principle Wealth Partners’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 		$634K Sell
11,000
-1,485
-12% -$85.3K 0.03% 224
2026
Q1 		$757K Hold
12,485
– – 0.04% 194
2025
Q4 		$673K Buy
12,485
+600
+5% +$28.9K 0.04% 202
2025
Q3 		$536K Sell
11,885
-1,295
-10% -$60.5K 0.03% 229
2025
Q2 		$610K Sell
13,180
-814
-6% -$40K 0.04% 214
2025
Q1 		$853K Sell
13,994
-601
-4% -$35K 0.06% 170
2024
Q4 		$825K Buy
14,595
+52
+0.4% +$2.9K 0.06% 172
2024
Q3 		$752K Buy
14,543
+610
+4% +$28.6K 0.05% 183
2024
Q2 		$579K Buy
13,933
+4,725
+51% +$211K 0.04% 201
2024
Q1 		$499K Buy
9,208
+1,239
+16% +$63.1K 0.04% 223
2023
Q4 		$409K Sell
7,969
-2,555
-24% -$134K 0.04% 231
2023
Q3 		$611K Sell
10,524
-2,368
-18% -$145K 0.06% 184
2023
Q2 		$824K Sell
12,892
-510
-4% -$34.2K 0.08% 151
2023
Q1 		$929K Buy
13,402
+715
+6% +$50.4K 0.1% 143
2022
Q4 		$913K Sell
12,687
-11
-0.1% -$829 0.1% 139
2022
Q3 		$903K Sell
12,698
-832
-6% -$60.4K 0.09% 127
2022
Q2 		$1.04M Hold
13,530
– – 0.13% 129
2022
Q1 		$988K Buy
13,530
+377
+3% +$25.3K 0.1% 139
2021
Q4 		$820K Sell
13,153
-924
-7% -$54.2K 0.09% 155
2021
Q3 		$833K Sell
14,077
-1,915
-12% -$126K 0.1% 145
2021
Q2 		$1.07M Sell
15,992
-6,920
-30% -$451K 0.12% 125
2021
Q1 		$1.45M Sell
22,912
-350
-2% -$21.8K 0.17% 104
2020
Q4 		$1.44M Buy
23,262
+13,930
+149% +$857K 0.19% 100
2020
Q3 		$563K Sell
9,332
-279
-3% -$16.8K 0.16% 78
2020
Q2 		$565K Hold
9,611
– – 0.17% 78
2020
Q1 		$536K Sell
9,611
-2,998
-24% -$183K 0.2% 74
2019
Q4 		$809K Buy
12,609
+7,897
+168% +$452K 0.26% 65
2019
Q3 		$239K Buy
+4,712
New +$221K 0.08% 146
2019
Q1 		– Sell
-5,747
Closed -$299K – 129
2018
Q4 		$299K Buy
+5,747
New +$309K 0.25% 86

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principle Wealth Partners's BMY Position: Q2 2026 in Review

Principle Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $85.3K and leaving 11,000 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #224.

Principle Wealth Partners first reported a position in BMY in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.45M in Q1 2021. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Principle Wealth Partners held 11,000 shares of Bristol-Myers Squibb worth $634K as of Q2 2026.
  • Principle Wealth Partners sold 1,485 Bristol-Myers Squibb shares in Q2 2026, an estimated $85.3K.
  • Bristol-Myers Squibb made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • Principle Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 29 quarters since.
  • Principle Wealth Partners's Bristol-Myers Squibb position peaked at $1.45M in Q1 2021.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.