Shrier Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
Shrier Wealth Management's BMY Position: Q2 2026 in Review
Shrier Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, buying an estimated $8.38K and bringing the position to 3,996 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #127.
Shrier Wealth Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 2,502 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Shrier Wealth Management held 3,996 shares of Bristol-Myers Squibb worth $230K as of Q2 2026.
- Shrier Wealth Management bought 146 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.38K.
- Bristol-Myers Squibb made up 0.08% of Shrier Wealth Management's portfolio in Q2 2026, its #127 holding.
- Shrier Wealth Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
- Shrier Wealth Management's Bristol-Myers Squibb position peaked at $233K in Q1 2026.
- 2,502 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.