Waterfront Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Waterfront Wealth’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	$1.93M	Buy	33,448 +289	+0.9%	+$16.6K	0.3%	101
2026 Q1	$2.01M	Buy	33,159 +1,414	+4%	+$82.4K	0.37%	85
2025 Q4	$1.75M	Buy	31,745 +98	+0.3%	+$4.71K	0.33%	91
2025 Q3	$1.42M	Sell	31,647 -437	-1%	-$20.4K	0.29%	105
2025 Q2	$1.49M	Sell	32,084 -734	-2%	-$36K	0.33%	89
2025 Q1	$2M	Buy	32,818 +148	+0.5%	+$8.63K	0.49%	57
2024 Q4	$1.85M	Buy	32,670 +812	+3%	+$45.4K	0.45%	62
2024 Q3	$1.67M	Buy	31,858 +7,837	+33%	+$368K	0.41%	72
2024 Q2	$998K	Buy	24,021 +3,743	+18%	+$167K	0.27%	119
2024 Q1	$904K	Buy	+20,278	New	+$1.03M	0.25%	125
2022 Q1	–	Sell	-3,850	Closed	-$240K	–	245
2021 Q4	$240K	Sell	3,850 -74	-2%	-$4.34K	0.1%	199
2021 Q3	$232K	Buy	3,924 +100	+3%	+$6.59K	0.11%	160
2021 Q2	$256K	Buy	+3,824	New	+$249K	0.12%	150

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

Waterfront Wealth's BMY Position: Q2 2026 in Review

Waterfront Wealth increased its Bristol-Myers Squibb (BMY) stake by 0.87% in Q2 2026, buying an estimated $16.6K and bringing the position to 33,448 shares worth $1.93M. The position accounts for 0.3% of the portfolio, ranked #101.

Waterfront Wealth first reported a position in BMY in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.01M in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Waterfront Wealth held 33,448 shares of Bristol-Myers Squibb worth $1.93M as of Q2 2026.
Waterfront Wealth bought 289 Bristol-Myers Squibb shares in Q2 2026, an estimated $16.6K.
Bristol-Myers Squibb made up 0.3% of Waterfront Wealth's portfolio in Q2 2026, its #101 holding.
Waterfront Wealth first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 13 quarters since.
Waterfront Wealth's Bristol-Myers Squibb position peaked at $2.01M in Q1 2026.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.