Wayfinding Financial’s Bristol-Myers Squibb BMY Stock Holding History

Wayfinding Financial’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	$262K	Buy	4,563 +291	+7%	+$16.7K	0.1%	141
2026 Q1	$259K	Buy	+4,272	New	+$249K	0.11%	124
2025 Q2	–	Sell	-3,383	Closed	-$206K	–	211
2025 Q1	$206K	Buy	+3,383	New	+$197K	0.09%	139
2024 Q1	–	Sell	-4,642	Closed	-$238K	–	125
2023 Q4	$238K	Buy	4,642 +180	+4%	+$9.45K	0.16%	95
2023 Q3	$258K	Sell	4,462 -292	-6%	-$17.9K	0.2%	86
2023 Q2	$291K	Buy	4,754 +206	+5%	+$13.8K	0.2%	79
2023 Q1	$315K	Buy	4,548 +1,041	+30%	+$73.4K	0.24%	71
2022 Q4	$223K	Sell	3,507 -423	-11%	-$31.9K	0.18%	78
2022 Q3	$279K	Buy	3,930 +29	+0.7%	+$2.1K	0.26%	60
2022 Q2	$302K	Sell	3,901 -21	-0.5%	-$1.6K	0.27%	59
2022 Q1	$300K	Buy	3,922 +415	+12%	+$27.9K	0.25%	62
2021 Q4	$223K	Buy	+3,507	New	+$206K	0.18%	78

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

Wayfinding Financial's BMY Position: Q2 2026 in Review

Wayfinding Financial increased its Bristol-Myers Squibb (BMY) stake by 6.8% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,563 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #141.

Wayfinding Financial first reported a position in BMY in Q4 2021 and has held it in 12 quarters since. The position peaked at $315K in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wayfinding Financial held 4,563 shares of Bristol-Myers Squibb worth $262K as of Q2 2026.
Wayfinding Financial bought 291 Bristol-Myers Squibb shares in Q2 2026, an estimated $16.7K.
Bristol-Myers Squibb made up 0.1% of Wayfinding Financial's portfolio in Q2 2026, its #141 holding.
Wayfinding Financial first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 12 quarters since.
Wayfinding Financial's Bristol-Myers Squibb position peaked at $315K in Q1 2023.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.