Stonehaven Wealth & Tax Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$373K	Buy	6,474 +646	+11%	+$37.1K	0.3%	60
2026 Q1	$353K	Buy	5,828 +826	+17%	+$48.2K	0.31%	57
2025 Q4	$270K	Sell	5,002 -302	-6%	-$14.5K	0.24%	61
2025 Q3	$239K	Sell	5,304 -46	-0.9%	-$2.15K	0.22%	67
2025 Q2	$248K	Buy	5,350 +168	+3%	+$8.25K	0.24%	64
2025 Q1	$316K	Buy	5,182 +347	+7%	+$20.2K	0.33%	49
2024 Q4	$273K	Buy	+4,835	New	+$270K	0.3%	68

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

Stonehaven Wealth & Tax Solutions's BMY Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $37.1K and bringing the position to 6,474 shares worth $373K. The position accounts for 0.3% of the portfolio, ranked #60.

Stonehaven Wealth & Tax Solutions first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 6,474 shares of Bristol-Myers Squibb worth $373K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 646 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.1K.
Bristol-Myers Squibb made up 0.3% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #60 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.