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
Q2
Sell
-1,697
Closed -$103K 488
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: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 1,697 shares — an estimated $103K sold.

Twin Peaks Wealth Advisors first reported a position in BMY in Q2 2025 and held it in 2 quarters. The position peaked at $103K in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,697 Bristol-Myers Squibb shares in Q2 2026, an estimated $103K.
  • Twin Peaks Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Bristol-Myers Squibb position peaked at $103K in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.