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Wealth Enhancement Trust Services’s Bristol-Myers Squibb BMY Stock Holding History

Wealth Enhancement Trust Services’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 		$139K Buy
2,412
+1,124
+87% +$64.5K 0.02% 324
2026
Q1 		$78.1K Sell
1,288
-232
-15% -$13.5K 0.01% 388
2025
Q4 		$82K Buy
+1,520
New +$73.1K 0.01% 363

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealth Enhancement Trust Services's BMY Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Bristol-Myers Squibb (BMY) stake by 87% in Q2 2026, buying an estimated $64.5K and bringing the position to 2,412 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #324.

Wealth Enhancement Trust Services first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,009 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,412 shares of Bristol-Myers Squibb worth $139K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,124 Bristol-Myers Squibb shares in Q2 2026, an estimated $64.5K.
  • Bristol-Myers Squibb made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #324 holding.
  • Wealth Enhancement Trust Services first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,009 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.