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Widmann Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Widmann Financial Services’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 Sell
7,881
-1,085
-12% -$62.3K 0.24% 82
2026
Q1 		$544K Hold
8,966
– – 0.32% 70
2025
Q4 		$484K Buy
8,966
+156
+2% +$7.5K 0.3% 71
2025
Q3 		$397K Sell
8,810
-56
-0.6% -$2.62K 0.25% 76
2025
Q2 		$410K Hold
8,866
– – 0.29% 70
2025
Q1 		$541K Buy
8,866
+910
+11% +$53K 0.42% 58
2024
Q4 		$450K Buy
7,956
+370
+5% +$20.7K 0.35% 61
2024
Q3 		$393K Sell
7,586
-75
-1% -$3.52K 0.3% 67
2024
Q2 		$318K Sell
7,661
-220
-3% -$9.84K 0.26% 69
2024
Q1 		$427K Sell
7,881
-200
-2% -$10.2K 0.36% 53
2023
Q4 		$415K Sell
8,081
-1,035
-11% -$54.3K 0.37% 52
2023
Q3 		$529K Buy
9,116
+800
+10% +$49K 0.53% 52
2023
Q2 		$532K Hold
8,316
– – 0.51% 51
2023
Q1 		$576K Sell
8,316
-150
-2% -$10.6K 0.58% 50
2022
Q4 		$609K Sell
8,466
-26
-0.3% -$1.96K 0.64% 48
2022
Q3 		$604K Sell
8,492
-100
-1% -$7.25K 0.67% 50
2022
Q2 		$661K Sell
8,592
-120
-1% -$9.14K 0.68% 51
2022
Q1 		$636K Buy
8,712
+76
+0.9% +$5.1K 0.56% 50
2021
Q4 		$538K Buy
+8,636
New +$507K 0.44% 51

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 $3.37T AUM 44.26% 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

Widmann Financial Services's BMY Position: Q2 2026 in Review

Widmann Financial Services reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $62.3K and leaving 7,881 shares worth $454K. The position accounts for 0.24% of the portfolio, ranked #82.

Widmann Financial Services first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $661K in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Widmann Financial Services held 7,881 shares of Bristol-Myers Squibb worth $454K as of Q2 2026.
  • Widmann Financial Services sold 1,085 Bristol-Myers Squibb shares in Q2 2026, an estimated $62.3K.
  • Bristol-Myers Squibb made up 0.24% of Widmann Financial Services's portfolio in Q2 2026, its #82 holding.
  • Widmann Financial Services first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Bristol-Myers Squibb position peaked at $661K in Q2 2022.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.