W Advisors LLC’s Bristol-Myers Squibb BMY Stock Holding History

W Advisors LLC’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	$1.07M	Buy	18,519 +308	+2%	+$17.7K	0.49%	49
2026 Q1	$1.1M	Buy	18,211 +232	+1%	+$13.5K	0.57%	42
2025 Q4	$970K	Buy	17,979 +148	+0.8%	+$7.12K	0.49%	47
2025 Q3	$804K	Buy	17,831 +154	+0.9%	+$7.19K	0.42%	52
2025 Q2	$818K	Sell	17,677 -764	-4%	-$37.5K	0.47%	49
2025 Q1	$1.12M	Sell	18,441 -143	-0.8%	-$8.34K	0.7%	35
2024 Q4	$1.05M	Sell	18,584 -251	-1%	-$14K	0.65%	37
2024 Q3	$975K	Sell	18,835 -1,151	-6%	-$54K	0.6%	40
2024 Q2	$830K	Buy	19,986 +176	+0.9%	+$7.88K	0.54%	43
2024 Q1	$1.07M	Buy	19,810 +73	+0.4%	+$3.72K	0.74%	35
2023 Q4	$1.01M	Buy	19,737 +141	+0.7%	+$7.4K	0.75%	32
2023 Q3	$1.14M	Sell	19,596 -2,157	-10%	-$132K	0.93%	28
2023 Q2	$1.39M	Buy	21,753 +103	+0.5%	+$6.91K	1.09%	24
2023 Q1	$1.5M	Buy	21,650 +35	+0.2%	+$2.47K	1.24%	22
2022 Q4	$1.56M	Sell	21,615 -2,442	-10%	-$184K	1.3%	20
2022 Q3	$1.71M	Sell	24,057 -213	-0.9%	-$15.5K	1.59%	17
2022 Q2	$1.87M	Buy	24,270 +138	+0.6%	+$10.5K	1.62%	16
2022 Q1	$1.76M	Buy	24,132 +1,036	+4%	+$69.6K	1.33%	21
2021 Q4	$1.44M	Buy	+23,096	New	+$1.35M	1.07%	24

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

W Advisors LLC's BMY Position: Q2 2026 in Review

W Advisors LLC increased its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, buying an estimated $17.7K and bringing the position to 18,519 shares worth $1.07M. The position accounts for 0.49% of the portfolio, ranked #49.

W Advisors LLC first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

W Advisors LLC held 18,519 shares of Bristol-Myers Squibb worth $1.07M as of Q2 2026.
W Advisors LLC bought 308 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.7K.
Bristol-Myers Squibb made up 0.49% of W Advisors LLC's portfolio in Q2 2026, its #49 holding.
W Advisors LLC first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
W Advisors LLC's Bristol-Myers Squibb position peaked at $1.87M in Q2 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.