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

Private 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
2019 Q4	–	Sell	-7,500	Closed	-$1K	–	126
2019 Q3	$1K	Hold	7,500	–	–	﹤0.01%	122
2019 Q2	$6K	Buy	+7,500	New	+$349K	﹤0.01%	125

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Private Wealth Partners reduced its Bristol-Myers Squibb (BMY) stake by 5.4% in Q2 2026, selling an estimated $17.2K and leaving 5,300 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #143.

Private Wealth Partners first reported a position in BMY in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.54M in Q4 2014. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Private Wealth Partners held 5,300 shares of Bristol-Myers Squibb worth $305K as of Q2 2026.
Private Wealth Partners sold 300 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.2K.
Bristol-Myers Squibb made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #143 holding.
Private Wealth Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 42 quarters since.
Private Wealth Partners's Bristol-Myers Squibb position peaked at $1.54M in Q4 2014.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.