West Wealth Group’s Bristol-Myers Squibb BMY Stock Holding History

West Wealth 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	$336K	Buy	+5,833	New	+$335K	0.06%	110

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

West Wealth Group's BMY Position: Q2 2026 in Review

West Wealth Group opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 5,833 shares worth $336K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings.

2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

West Wealth Group held 5,833 shares of Bristol-Myers Squibb worth $336K as of Q2 2026.
Bristol-Myers Squibb was a new West Wealth Group position in Q2 2026.
Bristol-Myers Squibb made up 0.06% of West Wealth Group's portfolio in Q2 2026, its #110 holding.
2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.