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Redwood Wealth Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Redwood Wealth Management Group’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
-14,456
Closed -$877K – 16
2026
Q1 		$877K Sell
14,456
-214
-1% -$12.5K 0.38% 58
2025
Q4 		$791K Buy
14,670
+1,150
+9% +$55.3K 0.33% 62
2025
Q3 		$610K Sell
13,520
-532
-4% -$24.8K 0.26% 80
2025
Q2 		$650K Buy
14,052
+101
+0.7% +$4.96K 0.29% 72
2025
Q1 		$851K Buy
13,951
+688
+5% +$40.1K 0.43% 55
2024
Q4 		$749K Buy
13,263
+197
+2% +$11K 0.37% 62
2024
Q3 		$676K Buy
13,066
+242
+2% +$11.4K 0.34% 65
2024
Q2 		$533K Buy
12,824
+73
+0.6% +$3.27K 0.4% 52
2024
Q1 		$691K Buy
12,751
+123
+1% +$6.27K 0.73% 35
2023
Q4 		$648K Buy
12,628
+2,247
+22% +$118K 0.72% 36
2023
Q3 		$603K Sell
10,381
-1,135
-10% -$69.5K 0.7% 40
2023
Q2 		$736K Sell
11,516
-481
-4% -$32.3K 0.82% 33
2023
Q1 		$832K Buy
11,997
+18
+0.2% +$1.27K 0.94% 25
2022
Q4 		$862K Buy
+11,979
New +$903K 1.08% 24

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

Redwood Wealth Management Group's BMY Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 14,456 shares — an estimated $877K sold.

Redwood Wealth Management Group first reported a position in BMY in Q4 2022 and held it in 14 quarters. The position peaked at $877K in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 14,456 Bristol-Myers Squibb shares in Q2 2026, an estimated $877K.
  • Redwood Wealth Management Group first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Bristol-Myers Squibb position peaked at $877K in Q1 2026.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.