Westshore Wealth’s Bristol-Myers Squibb BMY Stock Holding History

Westshore Wealth’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	$454K	Buy	7,885 +25	+0.3%	+$1.44K	0.14%	60
2026 Q1	$477K	Buy	+7,860	New	+$458K	0.17%	51
2023 Q4	–	Sell	-3,667	Closed	-$213K	–	97
2023 Q3	$213K	Sell	3,667 -553	-13%	-$33.9K	0.12%	83
2023 Q2	$270K	Buy	4,220 +562	+15%	+$37.7K	0.14%	77
2023 Q1	$254K	Buy	3,658 +151	+4%	+$10.7K	0.13%	86
2022 Q4	$252K	Hold	3,507	–	–	0.14%	86
2022 Q3	$249K	Hold	3,507	–	–	0.17%	70
2022 Q2	$270K	Buy	3,507 +29	+0.8%	+$2.21K	0.18%	67
2022 Q1	$254K	Buy	3,478 +76	+2%	+$5.1K	0.17%	80
2021 Q4	$212K	Sell	3,402 -300	-8%	-$17.6K	0.15%	83
2021 Q3	$219K	Sell	3,702 -3,823	-51%	-$252K	0.18%	72
2021 Q2	$503K	Buy	7,525 +832	+12%	+$54.3K	0.26%	68
2021 Q1	$423K	Buy	+6,693	New	+$416K	0.24%	74

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

Westshore Wealth's BMY Position: Q2 2026 in Review

Westshore Wealth increased its Bristol-Myers Squibb (BMY) stake by 0.32% in Q2 2026, buying an estimated $1.44K and bringing the position to 7,885 shares worth $454K. The position accounts for 0.14% of the portfolio, ranked #60.

Westshore Wealth first reported a position in BMY in Q1 2021 and has held it in 13 quarters since. The position peaked at $503K in Q2 2021. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Westshore Wealth held 7,885 shares of Bristol-Myers Squibb worth $454K as of Q2 2026.
Westshore Wealth bought 25 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.44K.
Bristol-Myers Squibb made up 0.14% of Westshore Wealth's portfolio in Q2 2026, its #60 holding.
Westshore Wealth first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 13 quarters since.
Westshore Wealth's Bristol-Myers Squibb position peaked at $503K in Q2 2021.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.