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XXI Wealth LLC’s Bristol-Myers Squibb BMY Stock Holding History

XXI Wealth LLC’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 		$925K Buy
16,057
+938
+6% +$53.9K 0.43% 56
2026
Q1 		$917K Buy
15,119
+9,585
+173% +$559K 0.52% 49
2025
Q4 		$299K Buy
+5,534
New +$266K 0.18% 138

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

XXI Wealth LLC's BMY Position: Q2 2026 in Review

XXI Wealth LLC increased its Bristol-Myers Squibb (BMY) stake by 6.2% in Q2 2026, buying an estimated $53.9K and bringing the position to 16,057 shares worth $925K. The position accounts for 0.43% of the portfolio, ranked #56.

XXI Wealth LLC first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • XXI Wealth LLC held 16,057 shares of Bristol-Myers Squibb worth $925K as of Q2 2026.
  • XXI Wealth LLC bought 938 Bristol-Myers Squibb shares in Q2 2026, an estimated $53.9K.
  • Bristol-Myers Squibb made up 0.43% of XXI Wealth LLC's portfolio in Q2 2026, its #56 holding.
  • XXI Wealth LLC first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.