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

Wealth Alliance’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 		$1.07M Sell
18,651
-385
-2% -$22.1K 0.09% 183
2026
Q1 		$1.15M Sell
19,036
-591
-3% -$34.5K 0.11% 164
2025
Q4 		$1.06M Buy
19,627
+1,811
+10% +$87.1K 0.1% 176
2025
Q3 		$803K Sell
17,816
-832
-4% -$38.9K 0.08% 211
2025
Q2 		$863K Sell
18,648
-23,050
-55% -$1.13M 0.1% 192
2025
Q1 		$2.54M Sell
41,698
-3,985
-9% -$232K 0.31% 65
2024
Q4 		$2.58M Sell
45,683
-56
-0.1% -$3.13K 0.31% 66
2024
Q3 		$2.37M Buy
45,739
+1,236
+3% +$58K 0.28% 65
2024
Q2 		$1.85M Buy
44,503
+5,390
+14% +$241K 0.24% 77
2024
Q1 		$2.12M Buy
39,113
+12,889
+49% +$657K 0.28% 71
2023
Q4 		$1.35M Sell
26,224
-911
-3% -$47.8K 0.19% 110
2023
Q3 		$1.57M Buy
27,135
+1,132
+4% +$69.4K 0.25% 87
2023
Q2 		$1.66M Buy
26,003
+3,489
+15% +$234K 0.25% 84
2023
Q1 		$1.56M Buy
22,514
+728
+3% +$51.3K 0.25% 89
2022
Q4 		$1.57M Sell
21,786
-2,652
-11% -$200K 0.28% 77
2022
Q3 		$1.74M Sell
24,438
-3,381
-12% -$245K 0.34% 54
2022
Q2 		$2.14M Buy
27,819
+1,228
+5% +$93.5K 0.41% 43
2022
Q1 		$1.94M Buy
26,591
+7,502
+39% +$504K 0.4% 48
2021
Q4 		$1.19M Buy
19,089
+8,116
+74% +$476K 0.24% 95
2021
Q3 		$649K Sell
10,973
-1,415
-11% -$93.2K 0.15% 161
2021
Q2 		$828K Sell
12,388
-927
-7% -$60.4K 0.2% 123
2021
Q1 		$841K Sell
13,315
-5,371
-29% -$334K 0.24% 106
2020
Q4 		$1.16M Buy
18,686
+6,797
+57% +$418K 0.34% 68
2020
Q3 		$717K Buy
11,889
+1,776
+18% +$107K 0.26% 99
2020
Q2 		$595K Buy
10,113
+1,504
+17% +$90K 0.24% 110
2020
Q1 		$480K Sell
8,609
-2,074
-19% -$127K 0.26% 109
2019
Q4 		$686K Buy
+10,683
New +$612K 0.49% 56

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Alliance's BMY Position: Q2 2026 in Review

Wealth Alliance reduced its Bristol-Myers Squibb (BMY) stake by 2% in Q2 2026, selling an estimated $22.1K and leaving 18,651 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #183.

Wealth Alliance first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.58M in Q4 2024. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Alliance held 18,651 shares of Bristol-Myers Squibb worth $1.07M as of Q2 2026.
  • Wealth Alliance sold 385 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.1K.
  • Bristol-Myers Squibb made up 0.09% of Wealth Alliance's portfolio in Q2 2026, its #183 holding.
  • Wealth Alliance first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Bristol-Myers Squibb position peaked at $2.58M in Q4 2024.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.