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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Buy
5,102
+854
+20% +$49K 0.09% 79
2026
Q1
$258K Buy
4,248
+1,276
+43% +$74.4K 0.09% 82
2025
Q4
$160K Buy
+2,972
New +$143K 0.06% 105

Other funds holding BMY

Wilkerson Advisory Group's BMY Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 20% in Q2 2026, buying an estimated $49K and bringing the position to 5,102 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #79.

Wilkerson Advisory Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Wilkerson Advisory Group held 5,102 shares of Bristol-Myers Squibb worth $294K as of Q2 2026.
  • Wilkerson Advisory Group bought 854 Bristol-Myers Squibb shares in Q2 2026, an estimated $49K.
  • Bristol-Myers Squibb made up 0.09% of Wilkerson Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Wilkerson Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.