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Retirement Wealth Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Retirement Wealth Solutions’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 		$4.61K Sell
80
-22
-22% -$1.26K ﹤0.01% 356
2026
Q1 		$6.19K Buy
+102
New +$5.95K ﹤0.01% 280
2025
Q4 		– Sell
-15
Closed -$677 – 765
2025
Q3 		$677 Buy
+15
New +$701 ﹤0.01% 650

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

Retirement Wealth Solutions's BMY Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, selling an estimated $1.26K and leaving 80 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Retirement Wealth Solutions first reported a position in BMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.19K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Retirement Wealth Solutions held 80 shares of Bristol-Myers Squibb worth $4.61K as of Q2 2026.
  • Retirement Wealth Solutions sold 22 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.26K.
  • Bristol-Myers Squibb made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #356 holding.
  • Retirement Wealth Solutions first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Bristol-Myers Squibb position peaked at $6.19K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.