Wallace Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Wallace Advisory Group’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	$254K	Sell	4,415 -125	-3%	-$7.18K	0.24%	109
2026 Q1	$275K	Sell	4,540 -56	-1%	-$3.27K	0.29%	89
2025 Q4	$248K	Sell	4,596 -2,150	-32%	-$103K	0.26%	107
2025 Q3	$312K	Sell	6,746 -1,382	-17%	-$64.5K	0.25%	121
2025 Q2	$496K	Buy	8,128 +97	+1%	+$4.76K	0.36%	80
2025 Q1	$454K	Buy	8,031 +68	+0.9%	+$3.96K	0.31%	94
2024 Q4	$412K	Buy	7,963 +1,519	+24%	+$84.9K	0.28%	94
2024 Q3	$268K	Sell	6,444 -202	-3%	-$9.48K	0.2%	140
2024 Q2	$276K	Buy	6,646 +542	+9%	+$24.3K	0.2%	139
2024 Q1	$313K	Buy	6,104 +950	+18%	+$48.4K	0.24%	114
2023 Q4	$299K	Sell	5,154 -514	-9%	-$27K	0.23%	108
2023 Q3	$362K	Sell	5,668 -172	-3%	-$10.5K	0.26%	100
2023 Q2	$405K	Hold	5,840	–	–	0.31%	93
2023 Q1	$405K	Buy	5,840 +146	+3%	+$10.3K	0.31%	93
2022 Q4	$410K	Buy	+5,694	New	+$429K	0.32%	85

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

Wallace Advisory Group's BMY Position: Q2 2026 in Review

Wallace Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, selling an estimated $7.18K and leaving 4,415 shares worth $254K. The position accounts for 0.24% of the portfolio, ranked #109.

Wallace Advisory Group first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $496K in Q2 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wallace Advisory Group held 4,415 shares of Bristol-Myers Squibb worth $254K as of Q2 2026.
Wallace Advisory Group sold 125 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.18K.
Bristol-Myers Squibb made up 0.24% of Wallace Advisory Group's portfolio in Q2 2026, its #109 holding.
Wallace Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Bristol-Myers Squibb position peaked at $496K in Q2 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.