Walser Wealth Management’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
$829K Buy
14,381
+4,623
+47% +$265K 0.34% 74
2026
Q1
$592K Buy
+9,758
New +$569K 0.27% 72

Other funds holding BMY

Walser Wealth Management's BMY Position: Q2 2026 in Review

Walser Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 47% in Q2 2026, buying an estimated $265K and bringing the position to 14,381 shares worth $829K. The position accounts for 0.34% of the portfolio, ranked #74.

Walser Wealth Management first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,503 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Walser Wealth Management held 14,381 shares of Bristol-Myers Squibb worth $829K as of Q2 2026.
  • Walser Wealth Management bought 4,623 Bristol-Myers Squibb shares in Q2 2026, an estimated $265K.
  • Bristol-Myers Squibb made up 0.34% of Walser Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Walser Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 2,503 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.