WA
BMY icon

Whipplewood Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Whipplewood Advisors’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
-167
Closed -$10.1K – 691
2026
Q1 		$10.1K Sell
167
-1,100
-87% -$64.1K 0.01% 485
2025
Q4 		$68.3K Hold
1,267
– – 0.04% 179
2025
Q3 		$57.1K Sell
1,267
-224
-15% -$10.5K 0.04% 186
2025
Q2 		$69K Sell
1,491
-58
-4% -$2.85K 0.04% 278
2025
Q1 		$92.3K Buy
1,549
+106
+7% +$6.18K 0.05% 230
2024
Q4 		$81.6K Buy
+1,443
New +$80.6K 0.05% 249

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's BMY Position: Q2 2026 in Review

Whipplewood Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 167 shares — an estimated $10.1K sold.

Whipplewood Advisors first reported a position in BMY in Q4 2024 and held it in 6 quarters. The position peaked at $92.3K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Whipplewood Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 167 Bristol-Myers Squibb shares in Q2 2026, an estimated $10.1K.
  • Whipplewood Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Bristol-Myers Squibb position peaked at $92.3K in Q1 2025.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.