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

Wealth Preservation 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 		– Sell
-2,543
Closed -$154K – 199
2026
Q1 		$154K Buy
2,543
+147
+6% +$8.57K 0.13% 78
2025
Q4 		$129K Buy
2,396
+12
+0.5% +$577 0.07% 117
2025
Q3 		$108K Sell
2,384
-33
-1% -$1.54K 0.06% 128
2025
Q2 		$112K Hold
2,417
– – 0.07% 124
2025
Q1 		$147K Buy
+2,417
New +$141K 0.11% 96

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 Preservation Advisors's BMY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 2,543 shares — an estimated $154K sold.

Wealth Preservation Advisors first reported a position in BMY in Q1 2025 and held it in 5 quarters. The position peaked at $154K in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,543 Bristol-Myers Squibb shares in Q2 2026, an estimated $154K.
  • Wealth Preservation Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Bristol-Myers Squibb position peaked at $154K in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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