Vistica 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
$215K Sell
3,731
-790
-17% -$45.4K 0.19% 51
2026
Q1
$274K Buy
+4,521
New +$264K 0.27% 38

Other funds holding BMY

Vistica Wealth Advisors's BMY Position: Q2 2026 in Review

Vistica Wealth Advisors reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q2 2026, selling an estimated $45.4K and leaving 3,731 shares worth $215K. The position accounts for 0.19% of the portfolio, ranked #51.

Vistica Wealth Advisors first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $274K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Vistica Wealth Advisors held 3,731 shares of Bristol-Myers Squibb worth $215K as of Q2 2026.
  • Vistica Wealth Advisors sold 790 Bristol-Myers Squibb shares in Q2 2026, an estimated $45.4K.
  • Bristol-Myers Squibb made up 0.19% of Vistica Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Vistica Wealth Advisors first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • Vistica Wealth Advisors's Bristol-Myers Squibb position peaked at $274K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.