VestGen 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
$1.74M Sell
30,225
-6,106
-17% -$351K 0.05% 332
2026
Q1
$2.05M Buy
36,331
+14,374
+65% +$838K 0.05% 300
2025
Q4
$1.18M Buy
21,957
+922
+4% +$44.4K 0.05% 329
2025
Q3
$949K Buy
21,035
+16,561
+370% +$773K 0.03% 377
2025
Q2
$207K Buy
4,474
+706
+19% +$34.7K 0.01% 560
2025
Q1
$230K Buy
+3,768
New +$220K 0.01% 516

Other funds holding BMY

VestGen Advisors's BMY Position: Q2 2026 in Review

VestGen Advisors reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q2 2026, selling an estimated $351K and leaving 30,225 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #332.

VestGen Advisors first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • VestGen Advisors held 30,225 shares of Bristol-Myers Squibb worth $1.74M as of Q2 2026.
  • VestGen Advisors sold 6,106 Bristol-Myers Squibb shares in Q2 2026, an estimated $351K.
  • Bristol-Myers Squibb made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #332 holding.
  • VestGen Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Bristol-Myers Squibb position peaked at $2.05M in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.