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Wellington-Altus USA’s Bristol-Myers Squibb BMY Stock Holding History

Wellington-Altus USA’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 		$26.4K Hold
435
– – 0.02% 446
2026
Q1 		$25.1K Buy
435
+85
+24% +$4.96K 0.01% 476
2025
Q4 		$18.9K Buy
+350
New +$16.8K 0.01% 493

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

Wellington-Altus USA's BMY Position: Q2 2026 in Review

Wellington-Altus USA held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 435 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #446.

Wellington-Altus USA first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wellington-Altus USA held 435 shares of Bristol-Myers Squibb worth $26.4K as of Q2 2026.
  • Wellington-Altus USA left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #446 holding.
  • Wellington-Altus USA first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.