SHP Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
SHP Wealth Management's BMY Position: Q2 2026 in Review
SHP Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 1.5% in Q2 2026, buying an estimated $5.22K and bringing the position to 5,964 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #222.
SHP Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q1 2026. 2,528 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- SHP Wealth Management held 5,964 shares of Bristol-Myers Squibb worth $344K as of Q2 2026.
- SHP Wealth Management bought 91 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.22K.
- Bristol-Myers Squibb made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #222 holding.
- SHP Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- SHP Wealth Management's Bristol-Myers Squibb position peaked at $356K in Q1 2026.
- 2,528 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.