Vanguard Capital Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Vanguard Capital Wealth 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	$526K	Buy	9,127 +200	+2%	+$11.5K	0.36%	58
2026 Q1	$541K	Buy	8,927 +1	+0%	+$58	0.5%	47
2025 Q4	$481K	Buy	8,926 +2,255	+34%	+$108K	0.39%	53
2025 Q3	$301K	Buy	6,671 +745	+13%	+$34.8K	0.24%	90
2025 Q2	$274K	Buy	5,926 +1,001	+20%	+$49.1K	0.27%	78
2025 Q1	$300K	Sell	4,925 -1,800	-27%	-$105K	0.37%	63
2024 Q4	$380K	Buy	6,725 +125	+2%	+$6.98K	0.41%	54
2024 Q3	$341K	Sell	6,600 -900	-12%	-$42.2K	0.36%	63
2024 Q2	$311K	Sell	7,500 -300	-4%	-$13.4K	0.21%	94
2024 Q1	$423K	Sell	7,800 -500	-6%	-$25.5K	0.3%	75
2023 Q4	$426K	Buy	8,300 +4,300	+108%	+$226K	0.34%	68
2023 Q3	$232K	Hold	4,000	–	–	0.22%	98
2023 Q2	$256K	Sell	4,000 -1,200	-23%	-$80.5K	0.23%	96
2023 Q1	$360K	Buy	5,200 +1,700	+49%	+$120K	0.36%	66
2022 Q4	$252K	Buy	+3,500	New	+$264K	0.29%	84
2022 Q3	–	Sell	-2,700	Closed	-$207K	–	114
2022 Q2	$207K	Sell	2,700 -5,900	-69%	-$449K	0.23%	92
2022 Q1	$628K	Sell	8,600 -1,100	-11%	-$73.9K	0.45%	55
2021 Q4	$604K	Buy	9,700 +350	+4%	+$20.5K	0.43%	58
2021 Q3	$553	Buy	9,350 +2,069	+28%	+$136K	0.37%	66
2021 Q2	$486K	Sell	7,281 -1,374	-16%	-$89.6K	0.37%	72
2021 Q1	$537K	Buy	8,655 +5,181	+149%	+$322K	0.46%	55
2020 Q4	$215K	Buy	+3,474	New	+$214K	0.2%	115
2020 Q2	$367K	Buy	+6,241	New	+$373K	0.43%	63
2019 Q4	$1M	Buy	15,624 +446	+3%	+$25.5K	1.05%	26
2019 Q3	$769K	Sell	15,178 -3,581	-19%	-$168K	0.9%	29
2019 Q2	$850K	Buy	18,759 +931	+5%	+$43.4K	1.03%	26
2019 Q1	$850K	Buy	17,828 +7,270	+69%	+$362K	1.07%	26
2018 Q4	$548K	Sell	10,558 -1,740	-14%	-$93.5K	0.82%	40
2018 Q3	$763K	Buy	+12,298	New	+$730K	0.87%	30
2018 Q1	–	Sell	-4,450	Closed	-$273K	–	111
2017 Q4	$273K	Buy	+4,450	New	+$278K	0.34%	88

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Vanguard Capital Wealth Advisors's BMY Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 9,127 shares worth $526K. The position accounts for 0.36% of the portfolio, ranked #58.

Vanguard Capital Wealth Advisors first reported a position in BMY in Q4 2017 and has held it in 30 quarters since. The position peaked at $1M in Q4 2019. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Vanguard Capital Wealth Advisors held 9,127 shares of Bristol-Myers Squibb worth $526K as of Q2 2026.
Vanguard Capital Wealth Advisors bought 200 Bristol-Myers Squibb shares in Q2 2026, an estimated $11.5K.
Bristol-Myers Squibb made up 0.36% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Vanguard Capital Wealth Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 30 quarters since.
Vanguard Capital Wealth Advisors's Bristol-Myers Squibb position peaked at $1M in Q4 2019.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.