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

Sagespring 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	$1.61M	Buy	27,871 +2,524	+10%	+$145K	0.02%	253
2026 Q1	$1.54M	Buy	25,347 +9,591	+61%	+$559K	0.03%	238
2025 Q4	$850K	Buy	15,756 +391	+3%	+$18.8K	0.02%	335
2025 Q3	$693K	Buy	15,365 +1,206	+9%	+$56.3K	0.01%	378
2025 Q2	$655K	Sell	14,159 -7,419	-34%	-$364K	0.01%	367
2025 Q1	$1.32M	Buy	21,578 +5,810	+37%	+$339K	0.03%	205
2024 Q4	$892K	Buy	+15,768	New	+$881K	0.02%	238

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

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

Sagespring Wealth Partners increased its Bristol-Myers Squibb (BMY) stake by 10% in Q2 2026, buying an estimated $145K and bringing the position to 27,871 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #253.

Sagespring Wealth Partners first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sagespring Wealth Partners held 27,871 shares of Bristol-Myers Squibb worth $1.61M as of Q2 2026.
Sagespring Wealth Partners bought 2,524 Bristol-Myers Squibb shares in Q2 2026, an estimated $145K.
Bristol-Myers Squibb made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #253 holding.
Sagespring Wealth Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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