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WealthPlan Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

WealthPlan Investment Management’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 		$619K Buy
10,745
+250
+2% +$14.4K 0.03% 282
2026
Q1 		$637K Buy
10,495
+377
+4% +$22K 0.04% 273
2025
Q4 		$546K Buy
10,118
+2,142
+27% +$103K 0.03% 248
2025
Q3 		$360K Sell
7,976
-3,026
-28% -$141K 0.02% 251
2025
Q2 		$509K Buy
11,002
+4,167
+61% +$205K 0.04% 237
2025
Q1 		$417K Buy
6,835
+300
+5% +$17.5K 0.04% 188
2024
Q4 		$370K Buy
6,535
+115
+2% +$6.42K 0.04% 201
2024
Q3 		$332K Hold
6,420
– – 0.03% 191
2024
Q2 		$267K Sell
6,420
-300
-4% -$13.4K 0.04% 162
2024
Q1 		$364K Sell
6,720
-100
-1% -$5.09K 0.06% 140
2023
Q4 		$350K Buy
6,820
+100
+1% +$5.25K 0.06% 143
2023
Q3 		$390K Buy
6,720
+700
+12% +$42.9K 0.07% 130
2023
Q2 		$385K Sell
6,020
-818
-12% -$54.9K 0.11% 105
2023
Q1 		$474K Sell
6,838
-3,404
-33% -$240K 0.08% 118
2022
Q4 		$749K Buy
10,242
+1,165
+13% +$87.8K 0.05% 205
2022
Q3 		$726K Buy
+9,077
New +$658K 0.05% 193
2022
Q1 		$760K Buy
+10,097
New +$678K 0.05% 199

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's BMY Position: Q2 2026 in Review

WealthPlan Investment Management increased its Bristol-Myers Squibb (BMY) stake by 2.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 10,745 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #282.

WealthPlan Investment Management first reported a position in BMY in Q1 2022 and has held it in 17 quarters since. The position peaked at $760K in Q1 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • WealthPlan Investment Management held 10,745 shares of Bristol-Myers Squibb worth $619K as of Q2 2026.
  • WealthPlan Investment Management bought 250 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.4K.
  • Bristol-Myers Squibb made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #282 holding.
  • WealthPlan Investment Management first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Bristol-Myers Squibb position peaked at $760K in Q1 2022.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.