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Tred Avon Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Tred Avon Family 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 		$1.32M Buy
22,926
+1,347
+6% +$77.3K 0.4% 60
2026
Q1 		$1.31M Buy
21,579
+3,568
+20% +$208K 0.43% 55
2025
Q4 		$971K Sell
18,011
-569
-3% -$27.4K 0.32% 80
2025
Q3 		$838K Buy
+18,580
New +$868K 0.29% 96

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tred Avon Family Wealth's BMY Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Bristol-Myers Squibb (BMY) stake by 6.2% in Q2 2026, buying an estimated $77.3K and bringing the position to 22,926 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #60.

Tred Avon Family Wealth first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Tred Avon Family Wealth held 22,926 shares of Bristol-Myers Squibb worth $1.32M as of Q2 2026.
  • Tred Avon Family Wealth bought 1,347 Bristol-Myers Squibb shares in Q2 2026, an estimated $77.3K.
  • Bristol-Myers Squibb made up 0.4% of Tred Avon Family Wealth's portfolio in Q2 2026, its #60 holding.
  • Tred Avon Family Wealth first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.