Carolina Wealth Advisors, LLC / BMY
Carolina Wealth Advisors, LLC’s Bristol-Myers Squibb Co Position
Does Carolina Wealth Advisors, LLC own Bristol-Myers Squibb Co (BMY)? Yes — 56.3K shares worth $3M (+1.27% of its 13F portfolio) as of Q2 2026, down from 57.2K shares the prior filed quarter.
Position Value
$3M
Q2 2026
Shares
56.3K
% of Portfolio
+1.27%
Quarters Held
13
currently held
Position History BMY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 56.3K | $3M | +1.27% |
| Q1 2026 | 57.2K | $3M | +1.44% |
| Q4 2025 | 1.3K | $67,425 | +0.03% |
| Q3 2025 | 1.2K | $56,285 | +0.02% |
| Q4 2021 | 400 | $25,000 | +0.01% |
| Q3 2021 | 8.2K | $485,000 | +0.32% |
| Q2 2021 | 8.5K | $567,000 | +0.38% |
| Q1 2021 | 8.7K | $548,000 | +0.40% |
| Q4 2020 | 17.6K | $1M | +0.88% |
| Q3 2020 | 17.8K | $1M | +0.94% |
| Q2 2020 | 16.4K | $967,000 | +0.94% |
| Q1 2020 | 15.0K | $837,000 | +0.97% |
| Q4 2019 | 9.2K | $588,000 | +0.56% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of BMY.