Simplicity Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Simplicity Wealth’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	$705K	Buy	12,229 +725	+6%	+$41.6K	0.02%	531
2026 Q1	$698K	Buy	11,504 +2,340	+26%	+$136K	0.04%	370
2025 Q4	$494K	Buy	9,164 +1,429	+18%	+$68.7K	0.03%	431
2025 Q3	$349K	Sell	7,735 -2,173	-22%	-$101K	0.02%	524
2025 Q2	$459K	Buy	9,908 +5,556	+128%	+$273K	0.02%	477
2025 Q1	$265K	Buy	+4,352	New	+$254K	0.02%	446
2024 Q3	–	Sell	-37,880	Closed	-$1.57M	–	567
2024 Q2	$1.57M	Sell	37,880 -25,311	-40%	-$1.13M	0.04%	402
2024 Q1	$3.43M	Buy	+63,191	New	+$3.22M	0.08%	242

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 $3.38T AUM 44.17% 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

Simplicity Wealth's BMY Position: Q2 2026 in Review

Simplicity Wealth increased its Bristol-Myers Squibb (BMY) stake by 6.3% in Q2 2026, buying an estimated $41.6K and bringing the position to 12,229 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #531.

Simplicity Wealth first reported a position in BMY in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.43M in Q1 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Simplicity Wealth held 12,229 shares of Bristol-Myers Squibb worth $705K as of Q2 2026.
Simplicity Wealth bought 725 Bristol-Myers Squibb shares in Q2 2026, an estimated $41.6K.
Bristol-Myers Squibb made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #531 holding.
Simplicity Wealth first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Bristol-Myers Squibb position peaked at $3.43M in Q1 2024.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.