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

Quotient 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	$593K	Buy	10,296 +97	+1%	+$5.57K	0.01%	191
2026 Q1	$619K	Buy	10,199 +2,391	+31%	+$139K	0.02%	165
2025 Q4	$421K	Buy	7,808 +26	+0.3%	+$1.25K	0.01%	222
2025 Q3	$351K	Sell	7,782 -1,766	-18%	-$82.5K	0.01%	249
2025 Q2	$442K	Sell	9,548 -2,769	-22%	-$136K	0.01%	204
2025 Q1	$751K	Buy	12,317 +3,668	+42%	+$214K	0.02%	134
2024 Q4	$489K	Buy	8,649 +4,290	+98%	+$240K	0.02%	178
2024 Q3	$226K	Buy	+4,359	New	+$204K	0.01%	294

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

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

Quotient Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 0.95% in Q2 2026, buying an estimated $5.57K and bringing the position to 10,296 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #191.

Quotient Wealth Partners first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $751K in Q1 2025. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Quotient Wealth Partners held 10,296 shares of Bristol-Myers Squibb worth $593K as of Q2 2026.
Quotient Wealth Partners bought 97 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.57K.
Bristol-Myers Squibb made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #191 holding.
Quotient Wealth Partners first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Quotient Wealth Partners's Bristol-Myers Squibb position peaked at $751K in Q1 2025.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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