Twin Peaks Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$103K Buy
+1,697
New +$98.9K 0.03% 287
2025
Q3
Sell
-864
Closed -$40.2K 421
2025
Q2
$40.2K Buy
+864
New +$42.4K 0.01% 392

Other funds holding BMY

Twin Peaks Wealth Advisors's BMY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q1 2026: 1,697 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BMY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BMY in Q2 2025 and has held it in 2 quarters since. 2,518 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,697 shares of Bristol-Myers Squibb worth $103K as of Q1 2026.
  • Bristol-Myers Squibb was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Bristol-Myers Squibb made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #287 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 2 quarters since.
  • 2,518 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.