Wealth Advisory Solutions’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
$622K Sell
10,798
-155
-1% -$8.9K 0.13% 89
2026
Q1
$664K Buy
10,953
+3,110
+40% +$181K 0.15% 83
2025
Q4
$423K Buy
7,843
+495
+7% +$23.8K 0.1% 97
2025
Q3
$331K Buy
7,348
+525
+8% +$24.5K 0.08% 110
2025
Q2
$316K Buy
6,823
+100
+1% +$4.91K 0.08% 116
2025
Q1
$410K Buy
6,723
+15
+0.2% +$874 0.11% 97
2024
Q4
$379K Buy
6,708
+284
+4% +$15.9K 0.11% 92
2024
Q3
$332K Buy
6,424
+850
+15% +$39.9K 0.09% 99
2024
Q2
$231K Buy
+5,574
New +$249K 0.06% 112
2021
Q3
$206K Buy
+3,474
New +$229K 0.05% 175
2021
Q2
Sell
-12,511
Closed -$790K 170
2021
Q1
$790K Buy
+12,511
New +$778K 0.16% 111
2020
Q4
Sell
-4,761
Closed -$287K 166
2020
Q3
$287K Sell
4,761
-15
-0.3% -$903 0.08% 148
2020
Q2
$280K Buy
4,776
+376
+9% +$22.5K 0.08% 149
2020
Q1
$245K Sell
4,400
-285
-6% -$17.4K 0.08% 138
2019
Q4
$301K Buy
+4,685
New +$268K 0.08% 145

Other funds holding BMY

Wealth Advisory Solutions's BMY Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Bristol-Myers Squibb (BMY) stake by 1.4% in Q2 2026, selling an estimated $8.9K and leaving 10,798 shares worth $622K. The position accounts for 0.13% of the portfolio, ranked #89.

Wealth Advisory Solutions first reported a position in BMY in Q4 2019 and has held it in 15 quarters since. The position peaked at $790K in Q1 2021. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Advisory Solutions held 10,798 shares of Bristol-Myers Squibb worth $622K as of Q2 2026.
  • Wealth Advisory Solutions sold 155 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.9K.
  • Bristol-Myers Squibb made up 0.13% of Wealth Advisory Solutions's portfolio in Q2 2026, its #89 holding.
  • Wealth Advisory Solutions first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 15 quarters since.
  • Wealth Advisory Solutions's Bristol-Myers Squibb position peaked at $790K in Q1 2021.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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