AMG
BMY icon

Advisors Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Advisors Management 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 		$325K Sell
5,643
-7
-0.1% -$402 0.05% 134
2026
Q1 		$342K Sell
5,650
-1,457
-21% -$84.9K 0.06% 127
2025
Q4 		$383K Sell
7,107
-258
-4% -$12.4K 0.07% 115
2025
Q3 		$332K Buy
7,365
+355
+5% +$16.6K 0.06% 123
2025
Q2 		$324K Buy
7,010
+25
+0.4% +$1.23K 0.06% 121
2025
Q1 		$426K Buy
6,985
+1
+0% +$58 0.09% 107
2024
Q4 		$395K Sell
6,984
-25
-0.4% -$1.4K 0.09% 111
2024
Q3 		$363K Buy
7,009
+1
+0% +$47 0.09% 117
2024
Q2 		$291K Sell
7,008
-118
-2% -$5.28K 0.07% 129
2024
Q1 		$386K Sell
7,126
-391
-5% -$19.9K 0.1% 112
2023
Q4 		$386K Sell
7,517
-200
-3% -$10.5K 0.1% 109
2023
Q3 		$448K Buy
7,717
+1,281
+20% +$78.5K 0.14% 99
2023
Q2 		$412K Hold
6,436
– – 0.12% 99
2023
Q1 		$446K Sell
6,436
-128
-2% -$9.03K 0.14% 92
2022
Q4 		$472K Buy
6,564
+87
+1% +$6.56K 0.18% 81
2022
Q3 		$460K Buy
6,477
+77
+1% +$5.59K 0.18% 81
2022
Q2 		$493K Buy
6,400
+188
+3% +$14.3K 0.17% 82
2022
Q1 		$454K Sell
6,212
-184
-3% -$12.4K 0.15% 82
2021
Q4 		$399K Buy
6,396
+271
+4% +$15.9K 0.12% 89
2021
Q3 		$362K Sell
6,125
-152
-2% -$10K 0.11% 92
2021
Q2 		$419K Buy
6,277
+1,960
+45% +$128K 0.12% 91
2021
Q1 		$273K Buy
+4,317
New +$269K 0.09% 102

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

Advisors Management Group's BMY Position: Q2 2026 in Review

Advisors Management Group reduced its Bristol-Myers Squibb (BMY) stake by 0.12% in Q2 2026, selling an estimated $402 and leaving 5,643 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #134.

Advisors Management Group first reported a position in BMY in Q1 2021 and has held it in 22 quarters since. The position peaked at $493K in Q2 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Advisors Management Group held 5,643 shares of Bristol-Myers Squibb worth $325K as of Q2 2026.
  • Advisors Management Group sold 7 Bristol-Myers Squibb shares in Q2 2026, an estimated $402.
  • Bristol-Myers Squibb made up 0.05% of Advisors Management Group's portfolio in Q2 2026, its #134 holding.
  • Advisors Management Group first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 22 quarters since.
  • Advisors Management Group's Bristol-Myers Squibb position peaked at $493K in Q2 2022.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.