Werba Rubin Papier Wealth Management’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
$225K Buy
3,904
+455
+13% +$26.1K 0.03% 274
2026
Q1
$209K Buy
+3,449
New +$201K 0.03% 264

Other funds holding BMY

Werba Rubin Papier Wealth Management's BMY Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, buying an estimated $26.1K and bringing the position to 3,904 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #274.

Werba Rubin Papier Wealth Management first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 3,904 shares of Bristol-Myers Squibb worth $225K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 455 Bristol-Myers Squibb shares in Q2 2026, an estimated $26.1K.
  • Bristol-Myers Squibb made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.