Triangle Securities Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Triangle Securities Wealth Management’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	$865K	Sell	15,015 -783	-5%	-$45K	0.17%	121
2026 Q1	$958K	Buy	15,798 +19	+0.1%	+$1.11K	0.22%	103
2025 Q4	$851K	Sell	15,779 -326	-2%	-$15.7K	0.18%	116
2025 Q3	$726K	Buy	16,105 +477	+3%	+$22.3K	0.16%	131
2025 Q2	$723K	Sell	15,628 -1,552	-9%	-$76.2K	0.18%	125
2025 Q1	$1.05M	Buy	17,180 +413	+2%	+$24.1K	0.27%	99
2024 Q4	$948K	Sell	16,767 -1,499	-8%	-$83.8K	0.24%	102
2024 Q3	$945K	Sell	18,266 -10,844	-37%	-$509K	0.24%	108
2024 Q2	$1.21M	Sell	29,110 -4,009	-12%	-$179K	0.34%	80
2024 Q1	$1.8M	Buy	33,119 +2,634	+9%	+$134K	0.51%	64
2023 Q4	$1.56M	Sell	30,485 -878	-3%	-$46.1K	0.49%	63
2023 Q3	$1.82M	Sell	31,363 -654	-2%	-$40.1K	0.65%	49
2023 Q2	$2.05M	Sell	32,017 -476	-1%	-$31.9K	0.7%	39
2023 Q1	$2.25M	Sell	32,493 -2,496	-7%	-$176K	0.81%	32
2022 Q4	$2.52M	Sell	34,989 -1,052	-3%	-$79.3K	0.92%	31
2022 Q3	$2.56M	Sell	36,041 -1,774	-5%	-$129K	1.05%	24
2022 Q2	$2.91M	Sell	37,815 -1,378	-4%	-$105K	1.13%	20
2022 Q1	$2.86M	Sell	39,193 -1,346	-3%	-$90.4K	0.96%	28
2021 Q4	$2.53M	Buy	40,539 +1,083	+3%	+$63.5K	0.79%	35
2021 Q3	$2.33M	Sell	39,456 -196	-0.5%	-$12.9K	0.79%	35
2021 Q2	$2.65M	Sell	39,652 -869	-2%	-$56.7K	0.9%	29
2021 Q1	$2.56M	Buy	40,521 +1,198	+3%	+$74.5K	0.92%	29
2020 Q4	$2.44M	Sell	39,323 -150	-0.4%	-$9.22K	0.97%	27
2020 Q3	$2.38M	Sell	39,473 -410	-1%	-$24.7K	1.08%	25
2020 Q2	$2.35M	Sell	39,883 -737	-2%	-$44.1K	1.12%	23
2020 Q1	$2.26M	Sell	40,620 -113	-0.3%	-$6.91K	1.3%	21
2019 Q4	$2.62M	Buy	40,733 +2,969	+8%	+$170K	1.13%	26
2019 Q3	$1.92M	Sell	37,764 -516	-1%	-$24.3K	0.94%	33
2019 Q2	$1.75M	Buy	38,280 +2,190	+6%	+$102K	0.89%	36
2019 Q1	$1.72M	Sell	36,090 -2,003	-5%	-$99.8K	0.9%	36
2018 Q4	$1.98M	Buy	38,093 +986	+3%	+$53K	1.17%	27
2018 Q3	$2.3M	Sell	37,107 -369	-1%	-$21.9K	1.22%	25
2018 Q2	$2.07M	Buy	37,476 +42	+0.1%	+$2.27K	1.16%	29
2018 Q1	$2.37M	Sell	37,434 -565	-1%	-$36.3K	1.36%	19
2017 Q4	$2.33M	Sell	37,999 -1,685	-4%	-$105K	1.33%	21
2017 Q3	$2.53M	Buy	39,684 +435	+1%	+$25.4K	1.5%	18
2017 Q2	$2.19M	Buy	39,249 +190	+0.5%	+$10.3K	1.45%	25
2017 Q1	$2.12M	Buy	39,059 +1,190	+3%	+$65.3K	1.36%	25
2016 Q4	$2.21M	Buy	37,869 +14,015	+59%	+$766K	1.48%	20
2016 Q3	$1.29M	Buy	23,854 +10,565	+80%	+$679K	0.89%	39
2016 Q2	$977K	Sell	13,289 -262	-2%	-$18.5K	0.73%	47
2016 Q1	$866K	Sell	13,551 -840	-6%	-$53K	0.56%	57
2015 Q4	$990K	Buy	14,391 +1,592	+12%	+$105K	0.66%	45
2015 Q3	$758K	Sell	12,799 -1,022	-7%	-$64.8K	0.57%	59
2015 Q2	$920K	Hold	13,821	–	–	0.65%	54
2015 Q1	$891K	Sell	13,821 -2,238	-14%	-$140K	0.62%	54
2014 Q4	$948K	Hold	16,059	–	–	0.67%	47
2014 Q3	$822K	Hold	16,059	–	–	0.63%	60
2014 Q2	$779K	Buy	16,059 +2,645	+20%	+$130K	0.6%	62
2014 Q1	$553K	Sell	13,414 -2,778	-17%	-$148K	0.5%	65
2013 Q4	$861K	Buy	16,192 +133	+0.8%	+$6.78K	0.7%	53
2013 Q3	$743K	Buy	16,059 +100	+0.6%	+$4.39K	0.65%	57
2013 Q2	$713K	Buy	+15,959	New	+$693K	0.53%	59

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Triangle Securities Wealth Management's BMY Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 5% in Q2 2026, selling an estimated $45K and leaving 15,015 shares worth $865K. The position accounts for 0.17% of the portfolio, ranked #121.

Triangle Securities Wealth Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.91M in Q2 2022. 500 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Triangle Securities Wealth Management held 15,015 shares of Bristol-Myers Squibb worth $865K as of Q2 2026.
Triangle Securities Wealth Management sold 783 Bristol-Myers Squibb shares in Q2 2026, an estimated $45K.
Bristol-Myers Squibb made up 0.17% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #121 holding.
Triangle Securities Wealth Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Bristol-Myers Squibb position peaked at $2.91M in Q2 2022.
500 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.