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

Accordant Advisory Group’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	$56.5K	Hold	980	–	–	0.04%	88
2026 Q1	$59.4K	Buy	980 +397	+68%	+$23.1K	0.04%	80
2025 Q4	$31.4K	Buy	583 +3	+0.5%	+$144	0.02%	103
2025 Q3	$26.2K	Sell	580 -1,732	-75%	-$80.9K	0.02%	109
2025 Q2	$107K	Buy	2,312 +1,732	+299%	+$85K	0.08%	66
2025 Q1	$35.4K	Hold	580	–	–	0.03%	79
2024 Q4	$32.8K	Hold	580	–	–	0.03%	81
2024 Q3	$30K	Hold	580	–	–	0.02%	89
2024 Q2	$24.1K	Hold	580	–	–	0.02%	103
2024 Q1	$31.5K	Buy	+580	New	+$29.5K	0.02%	139

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Accordant Advisory Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 980 shares worth $56.5K. The position accounts for 0.04% of the portfolio, ranked #88.

Accordant Advisory Group first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $107K in Q2 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Accordant Advisory Group held 980 shares of Bristol-Myers Squibb worth $56.5K as of Q2 2026.
Accordant Advisory Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.04% of Accordant Advisory Group's portfolio in Q2 2026, its #88 holding.
Accordant Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's Bristol-Myers Squibb position peaked at $107K in Q2 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.