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

Rialto Wealth Management’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 		$39.4K Sell
684
-6
-0.9% -$345 0.01% 347
2026
Q1 		$41.8K Buy
690
+41
+6% +$2.39K 0.01% 300
2025
Q4 		$35K Buy
649
+31
+5% +$1.49K 0.01% 310
2025
Q3 		$27.9K Sell
618
-150
-20% -$7K 0.01% 314
2025
Q2 		$35.6K Sell
768
-701
-48% -$34.4K 0.01% 294
2025
Q1 		$89.6K Sell
1,469
-17
-1% -$991 0.03% 203
2024
Q4 		$84K Buy
+1,486
New +$83K 0.03% 214

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's BMY Position: Q2 2026 in Review

Rialto Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 0.87% in Q2 2026, selling an estimated $345 and leaving 684 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #347.

Rialto Wealth Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.6K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Rialto Wealth Management held 684 shares of Bristol-Myers Squibb worth $39.4K as of Q2 2026.
  • Rialto Wealth Management sold 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
  • Bristol-Myers Squibb made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Rialto Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Bristol-Myers Squibb position peaked at $89.6K in Q1 2025.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.