Wealth Quarterback’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
$1.55M Sell
26,938
-164
-0.6% -$9.42K 0.48% 43
2026
Q1
$1.64M Sell
27,102
-5,720
-17% -$333K 0.65% 36
2025
Q4
$1.77M Buy
32,822
+3,080
+10% +$148K 0.64% 29
2025
Q3
$1.34M Buy
29,742
+4,299
+17% +$201K 0.52% 39
2025
Q2
$1.18M Buy
25,443
+7,603
+43% +$373K 0.56% 39
2025
Q1
$1.09M Sell
17,840
-1,087
-6% -$63.4K 0.61% 39
2024
Q4
$1.07M Buy
18,927
+443
+2% +$24.8K 0.5% 41
2024
Q3
$956K Sell
18,484
-899
-5% -$42.2K 0.5% 45
2024
Q2
$805K Buy
+19,383
New +$867K 0.46% 46
2021
Q3
$99K Buy
1,747
+110
+7% +$7.24K 0.07% 161
2021
Q2
$110K Buy
+1,637
New +$107K 0.07% 163
2020
Q2
Sell
-1,381
Closed -$77K 186
2020
Q1
$77K Sell
1,381
-6,870
-83% -$420K 0.07% 174
2019
Q4
$116K Buy
+8,251
New +$473K 0.1% 148

Other funds holding BMY

Wealth Quarterback's BMY Position: Q2 2026 in Review

Wealth Quarterback reduced its Bristol-Myers Squibb (BMY) stake by 0.61% in Q2 2026, selling an estimated $9.42K and leaving 26,938 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #43.

Wealth Quarterback first reported a position in BMY in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.77M in Q4 2025. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wealth Quarterback held 26,938 shares of Bristol-Myers Squibb worth $1.55M as of Q2 2026.
  • Wealth Quarterback sold 164 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.42K.
  • Bristol-Myers Squibb made up 0.48% of Wealth Quarterback's portfolio in Q2 2026, its #43 holding.
  • Wealth Quarterback first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 13 quarters since.
  • Wealth Quarterback's Bristol-Myers Squibb position peaked at $1.77M in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.