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

Quantum Private Wealth’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	–	Sell	-3,374	Closed	-$205K	–	174
2026 Q1	$205K	Buy	+3,374	New	+$197K	0.06%	156
2025 Q2	–	Sell	-4,124	Closed	-$252K	–	172
2025 Q1	$252K	Hold	4,124	–	–	0.1%	147
2024 Q4	$233K	Hold	4,124	–	–	0.07%	161
2024 Q3	$213K	Buy	+4,124	New	+$193K	0.07%	171
2024 Q2	–	Sell	-4,124	Closed	-$224K	–	189
2024 Q1	$224K	Hold	4,124	–	–	0.08%	161
2023 Q4	$212K	Buy	4,124 +500	+14%	+$26.2K	0.09%	168
2023 Q3	$210K	Hold	3,624	–	–	0.1%	164
2023 Q2	$232K	Sell	3,624 -100	-3%	-$6.71K	0.11%	160
2023 Q1	$258K	Buy	3,724 +139	+4%	+$9.8K	0.14%	146
2022 Q4	$258K	Hold	3,585	–	–	0.16%	142
2022 Q3	$254K	Hold	3,585	–	–	0.16%	139
2022 Q2	$276K	Hold	3,585	–	–	0.16%	134
2022 Q1	$261K	Hold	3,585	–	–	0.11%	158
2021 Q4	$223K	Buy	+3,585	New	+$210K	0.08%	184

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

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

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

Quantum Private Wealth sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,374 shares — an estimated $205K sold.

Quantum Private Wealth first reported a position in BMY in Q4 2021 and held it in 14 quarters. The position peaked at $276K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Quantum Private Wealth reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Quantum Private Wealth sold 3,374 Bristol-Myers Squibb shares in Q2 2026, an estimated $205K.
Quantum Private Wealth first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 14 quarters.
Quantum Private Wealth's Bristol-Myers Squibb position peaked at $276K in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.