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

TritonPoint 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	$1.24M	Buy	21,570 +1,574	+8%	+$90.4K	0.12%	116
2026 Q1	$1.21M	Buy	19,996 +850	+4%	+$49.6K	0.13%	115
2025 Q4	$1.03M	Sell	19,146 -419	-2%	-$20.2K	0.1%	122
2025 Q3	$882K	Sell	19,565 -6,374	-25%	-$298K	0.08%	165
2025 Q2	$1.2M	Sell	25,939 -1,836	-7%	-$90.1K	0.11%	142
2025 Q1	$1.69M	Buy	27,775 +1,270	+5%	+$74K	0.16%	125
2024 Q4	$1.5M	Buy	26,505 +1,719	+7%	+$96K	0.14%	127
2024 Q3	$1.26M	Sell	24,786 -8,253	-25%	-$387K	0.12%	137
2024 Q2	$1.37M	Sell	33,039 -31,518	-49%	-$1.41M	0.13%	130
2024 Q1	$4.24M	Sell	64,557 -29,348	-31%	-$1.5M	0.44%	62
2023 Q4	$4.82M	Buy	+93,905	New	+$4.93M	0.47%	60

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

TritonPoint Wealth's BMY Position: Q2 2026 in Review

TritonPoint Wealth increased its Bristol-Myers Squibb (BMY) stake by 7.9% in Q2 2026, buying an estimated $90.4K and bringing the position to 21,570 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #116.

TritonPoint Wealth first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.82M in Q4 2023. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

TritonPoint Wealth held 21,570 shares of Bristol-Myers Squibb worth $1.24M as of Q2 2026.
TritonPoint Wealth bought 1,574 Bristol-Myers Squibb shares in Q2 2026, an estimated $90.4K.
Bristol-Myers Squibb made up 0.12% of TritonPoint Wealth's portfolio in Q2 2026, its #116 holding.
TritonPoint Wealth first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Bristol-Myers Squibb position peaked at $4.82M in Q4 2023.
2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.