Wescott Financial Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Wescott Financial Advisory Group’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	–	Sell	-4,366	Closed	-$265K	–	201
2026 Q1	$265K	Buy	+4,366	New	+$255K	0.02%	166
2023 Q1	–	Sell	-2,906	Closed	-$209K	–	158
2022 Q4	$209K	Buy	2,906 +6	+0.2%	+$452	0.05%	141
2022 Q3	$206K	Sell	2,900 -23	-0.8%	-$1.67K	0.06%	129
2022 Q2	$225K	Buy	2,923 +98	+3%	+$7.46K	0.06%	119
2022 Q1	$206K	Sell	2,825 -3,898	-58%	-$262K	0.05%	121
2021 Q4	$419K	Buy	6,723 +1,223	+22%	+$71.7K	0.22%	46
2021 Q3	$325K	Sell	5,500 -35	-0.6%	-$2.31K	0.18%	51
2021 Q2	$380K	Buy	+5,535	New	+$361K	0.22%	44

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 $3.37T AUM 44.26% 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

Wescott Financial Advisory Group's BMY Position: Q2 2026 in Review

Wescott Financial Advisory Group sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,366 shares — an estimated $265K sold.

Wescott Financial Advisory Group first reported a position in BMY in Q2 2021 and held it in 8 quarters. The position peaked at $419K in Q4 2021. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Wescott Financial Advisory Group reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Wescott Financial Advisory Group sold 4,366 Bristol-Myers Squibb shares in Q2 2026, an estimated $265K.
Wescott Financial Advisory Group first reported a position in Bristol-Myers Squibb in Q2 2021 and held it in 8 quarters.
Wescott Financial Advisory Group's Bristol-Myers Squibb position peaked at $419K in Q4 2021.
2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.