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Almanack Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

Almanack Investment Partners’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 		$863K Buy
+14,979
New +$860K 0.11% 119
2025
Q1 		– Sell
-6,349
Closed -$359K – 160
2024
Q4 		$359K Buy
6,349
+33
+0.5% +$1.84K 0.06% 129
2024
Q3 		$327K Buy
6,316
+601
+11% +$28.2K 0.05% 142
2024
Q2 		$237K Sell
5,715
-289
-5% -$12.9K 0.04% 162
2024
Q1 		$326K Buy
6,004
+271
+5% +$13.8K 0.06% 139
2023
Q4 		$294K Hold
5,733
– – 0.05% 127
2023
Q3 		$333K Sell
5,733
-847
-13% -$51.9K 0.06% 102
2023
Q2 		$421K Sell
6,580
-179
-3% -$12K 0.07% 102
2023
Q1 		$468K Hold
6,759
– – 0.09% 92
2022
Q4 		$486K Sell
6,759
-131
-2% -$9.88K 0.1% 83
2022
Q3 		$490K Sell
6,890
-202
-3% -$14.7K 0.1% 80
2022
Q2 		$550K Sell
7,092
-378
-5% -$28.8K 0.05% 210
2022
Q1 		$550K Buy
7,470
+507
+7% +$34K 0.05% 242
2021
Q4 		$434K Hold
6,963
– – 0.04% 285
2021
Q3 		$415K Buy
6,963
+287
+4% +$18.9K 0.04% 296
2021
Q2 		$446K Sell
6,676
-1,046
-14% -$68.2K 0.04% 249
2021
Q1 		$491K Buy
+7,722
New +$480K 0.05% 236

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

Almanack Investment Partners's BMY Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 14,979 shares worth $863K. The stake represents 0.11% of the portfolio and ranks #119 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in BMY as recently as Q4 2024.

Almanack Investment Partners first reported a position in BMY in Q1 2021 and has held it in 17 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Almanack Investment Partners held 14,979 shares of Bristol-Myers Squibb worth $863K as of Q2 2026.
  • Bristol-Myers Squibb was a new Almanack Investment Partners position in Q2 2026.
  • Bristol-Myers Squibb made up 0.11% of Almanack Investment Partners's portfolio in Q2 2026, its #119 holding.
  • Almanack Investment Partners first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 17 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.