Wealthspire Advisors (New York)’s Bristol-Myers Squibb BMY Stock Holding History

Wealthspire Advisors (New York)’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	$2.34M	Buy	40,673 +3,506	+9%	+$201K	0.01%	395
2026 Q1	$2.25M	Sell	37,167 -3,450	-8%	-$201K	0.02%	273
2025 Q4	$2.19M	Buy	40,617 +14,898	+58%	+$717K	0.02%	279
2025 Q3	$1.16M	Sell	25,719 -32,443	-56%	-$1.52M	0.01%	362
2025 Q2	$2.69M	Sell	58,162 -982	-2%	-$48.2K	0.02%	236
2025 Q1	$3.61M	Buy	59,144 +30,465	+106%	+$1.78M	0.02%	186
2024 Q4	$1.62M	Buy	28,679 +170	+0.6%	+$9.5K	0.02%	278
2024 Q3	$1.48M	Buy	28,509 +1,286	+5%	+$60.3K	0.02%	301
2024 Q2	$1.13M	Sell	27,223 -1,464	-5%	-$65.5K	0.01%	299
2024 Q1	$1.56M	Sell	28,687 -6,714	-19%	-$342K	0.02%	240
2023 Q4	$1.82M	Buy	35,401 +5,962	+20%	+$313K	0.03%	211
2023 Q3	$1.71M	Buy	29,439 +4,878	+20%	+$299K	0.03%	189
2023 Q2	$1.57M	Sell	24,561 -2,522	-9%	-$169K	0.03%	177
2023 Q1	$1.88M	Sell	27,083 -4,398	-14%	-$310K	0.03%	162
2022 Q4	$2.27M	Buy	31,481 +3,621	+13%	+$273K	0.04%	140
2022 Q3	$1.98M	Buy	27,860 +5,123	+23%	+$372K	0.04%	144
2022 Q2	$1.75M	Buy	22,737 +4,833	+27%	+$368K	0.04%	154
2022 Q1	$1.31M	Sell	17,904 -6,067	-25%	-$407K	0.03%	165
2021 Q4	$1.5M	Buy	23,971 +1,765	+8%	+$104K	0.03%	175
2021 Q3	$1.31M	Buy	22,206 +16,152	+267%	+$1.06M	0.03%	214
2021 Q2	$405K	Sell	6,054 -34,236	-85%	-$2.23M	0.01%	251
2021 Q1	$2.54M	Buy	40,290 +8,700	+28%	+$541K	0.06%	148
2020 Q4	$1.96M	Buy	31,590 +10,089	+47%	+$620K	0.06%	140
2020 Q3	$1.3M	Buy	21,501 +3,611	+20%	+$217K	0.08%	108
2020 Q2	$1.05M	Sell	17,890 -18,515	-51%	-$1.11M	0.07%	103
2020 Q1	$2.03M	Buy	36,405 +27,128	+292%	+$1.66M	0.09%	122
2019 Q4	$595K	Buy	9,277 +4,360	+89%	+$250K	0.04%	93
2019 Q3	$249K	Buy	+4,917	New	+$231K	0.02%	135
2019 Q1	–	Sell	-1,064	Closed	-$55K	–	146
2018 Q4	$55K	Buy	+1,064	New	+$57.2K	0.01%	170

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s BMY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Bristol-Myers Squibb (BMY) stake by 9.4% in Q2 2026, buying an estimated $201K and bringing the position to 40,673 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #395.

Wealthspire Advisors (New York) first reported a position in BMY in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.61M in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wealthspire Advisors (New York) held 40,673 shares of Bristol-Myers Squibb worth $2.34M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,506 Bristol-Myers Squibb shares in Q2 2026, an estimated $201K.
Bristol-Myers Squibb made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #395 holding.
Wealthspire Advisors (New York) first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Bristol-Myers Squibb position peaked at $3.61M in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.