True Link Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

True Link Financial Advisors’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	–	Sell	-90	Closed	-$5.46K	–	133
2026 Q1	$5.46K	Buy	+90	New	+$5.25K	﹤0.01%	355
2022 Q3	–	Sell	-2,675	Closed	-$206K	–	129
2022 Q2	$206K	Buy	+2,675	New	+$204K	0.03%	119
2022 Q1	–	Sell	-2,675	Closed	-$167K	–	145
2021 Q4	$167K	Sell	2,675 -59	-2%	-$3.46K	0.02%	276
2021 Q3	$162K	Buy	2,734 +1,200	+78%	+$79K	0.02%	264
2021 Q2	$103K	Buy	1,534 +59	+4%	+$3.85K	0.02%	330
2021 Q1	$93K	Hold	1,475	–	–	0.01%	418
2020 Q4	$91K	Buy	+1,475	New	+$90.7K	0.01%	449

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

True Link Financial Advisors's BMY Position: Q2 2026 in Review

True Link Financial Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 90 shares — an estimated $5.46K sold.

True Link Financial Advisors first reported a position in BMY in Q4 2020 and held it in 7 quarters. The position peaked at $206K in Q2 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

True Link Financial Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 90 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.46K.
True Link Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 7 quarters.
True Link Financial Advisors's Bristol-Myers Squibb position peaked at $206K in Q2 2022.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.