WCG Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

WCG Wealth Advisors’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	$2.53M	Buy	43,889 +3,526	+9%	+$202K	0.06%	273
2026 Q1	$2.45M	Sell	40,363 -7,175	-15%	-$418K	0.07%	244
2025 Q4	$2.56M	Buy	47,538 +28,841	+154%	+$1.39M	0.07%	228
2025 Q3	$843K	Buy	+18,697	New	+$873K	0.05%	252
2024 Q2	–	Sell	-14,356	Closed	-$779K	–	279
2024 Q1	$779K	Buy	14,356 +980	+7%	+$49.9K	0.07%	200
2023 Q4	$686K	Sell	13,376 -379	-3%	-$19.9K	0.05%	225
2023 Q3	$887K	Sell	13,755 -12,910	-48%	-$791K	0.07%	207
2023 Q2	$1.71M	Buy	26,665 +182	+0.7%	+$12.2K	0.2%	87
2023 Q1	$1.84M	Buy	26,483 +854	+3%	+$60.2K	0.24%	82
2022 Q4	$1.84M	Buy	25,629 +21,315	+494%	+$1.61M	0.25%	75
2022 Q3	$1.75M	Sell	4,314 -17,849	-81%	-$1.29M	0.23%	85
2022 Q2	$1.71M	Buy	+22,163	New	+$1.69M	0.24%	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

WCG Wealth Advisors's BMY Position: Q2 2026 in Review

WCG Wealth Advisors increased its Bristol-Myers Squibb (BMY) stake by 8.7% in Q2 2026, buying an estimated $202K and bringing the position to 43,889 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #273.

WCG Wealth Advisors first reported a position in BMY in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

WCG Wealth Advisors held 43,889 shares of Bristol-Myers Squibb worth $2.53M as of Q2 2026.
WCG Wealth Advisors bought 3,526 Bristol-Myers Squibb shares in Q2 2026, an estimated $202K.
Bristol-Myers Squibb made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #273 holding.
WCG Wealth Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 12 quarters since.
WCG Wealth Advisors's Bristol-Myers Squibb position peaked at $2.56M in Q4 2025.
2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.