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Advisor OS’s Bristol-Myers Squibb BMY Stock Holding History

Advisor OS’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 		$545K Buy
9,461
+133
+1% +$7.64K 0.04% 295
2026
Q1 		$566K Buy
9,328
+716
+8% +$41.7K 0.04% 279
2025
Q4 		$465K Buy
8,612
+1,072
+14% +$51.6K 0.04% 290
2025
Q3 		$340K Buy
7,540
+9
+0.1% +$420 0.03% 347
2025
Q2 		$349K Buy
7,531
+1,537
+26% +$75.4K 0.03% 324
2025
Q1 		$366K Buy
5,994
+537
+10% +$31.3K 0.04% 285
2024
Q4 		$309K Buy
5,457
+1,267
+30% +$70.8K 0.04% 315
2024
Q3 		$217K Buy
+4,190
New +$197K 0.02% 379
2024
Q2 		– Sell
-6,679
Closed -$362K – 391
2024
Q1 		$362K Buy
6,679
+763
+13% +$38.9K 0.04% 279
2023
Q4 		$304K Sell
5,916
-2,127
-26% -$112K 0.04% 257
2023
Q3 		$467K Sell
8,043
-2,758
-26% -$169K 0.07% 194
2023
Q2 		$691K Buy
10,801
+6,414
+146% +$430K 0.11% 172
2023
Q1 		$304K Sell
4,387
-175
-4% -$12.3K 0.07% 190
2022
Q4 		$328K Buy
4,562
+867
+23% +$65.4K 0.09% 174
2022
Q3 		$262K Buy
3,695
+63
+2% +$4.57K 0.08% 169
2022
Q2 		$280K Buy
3,632
+235
+7% +$17.9K 0.08% 178
2022
Q1 		$248K Sell
3,397
-1,805
-35% -$121K 0.07% 186
2021
Q4 		$323K Sell
5,202
-52
-1% -$3.05K 0.07% 204
2021
Q3 		$311K Sell
5,254
-107
-2% -$7.05K 0.07% 194
2021
Q2 		$359K Buy
+5,361
New +$350K 0.07% 173
2021
Q1 		– Sell
-7,718
Closed -$360K – 197
2020
Q4 		$360K Buy
+7,718
New +$475K 0.1% 98

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 $3.38T AUM 44.17% 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

Advisor OS's BMY Position: Q2 2026 in Review

Advisor OS increased its Bristol-Myers Squibb (BMY) stake by 1.4% in Q2 2026, buying an estimated $7.64K and bringing the position to 9,461 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #295.

Advisor OS first reported a position in BMY in Q4 2020 and has held it in 21 quarters since. The position peaked at $691K in Q2 2023. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Advisor OS held 9,461 shares of Bristol-Myers Squibb worth $545K as of Q2 2026.
  • Advisor OS bought 133 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.64K.
  • Bristol-Myers Squibb made up 0.04% of Advisor OS's portfolio in Q2 2026, its #295 holding.
  • Advisor OS first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 21 quarters since.
  • Advisor OS's Bristol-Myers Squibb position peaked at $691K in Q2 2023.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.