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Advocate Investing Services’s Bristol-Myers Squibb BMY Stock Holding History

Advocate Investing Services’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 		$131K Hold
2,266
– – 0.1% 120
2026
Q1 		$137K Hold
2,266
– – 0.12% 109
2025
Q4 		$122K Buy
+2,266
New +$109K 0.11% 108

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

Advocate Investing Services's BMY Position: Q2 2026 in Review

Advocate Investing Services held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 2,266 shares worth $131K. The position accounts for 0.1% of the portfolio, ranked #120.

Advocate Investing Services first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $137K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Advocate Investing Services held 2,266 shares of Bristol-Myers Squibb worth $131K as of Q2 2026.
  • Advocate Investing Services left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.1% of Advocate Investing Services's portfolio in Q2 2026, its #120 holding.
  • Advocate Investing Services first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Bristol-Myers Squibb position peaked at $137K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.