Alpha Family Trust’s Bristol-Myers Squibb BMY Stock Holding History

Alpha Family Trust’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	$240K	Hold	4,160	–	–	0.1%	174
2026 Q1	$252K	Hold	4,160	–	–	0.12%	157
2025 Q4	$224K	Buy	+4,160	New	+$200K	0.1%	176
2025 Q2	–	Sell	-12,920	Closed	-$788K	–	190
2025 Q1	$788K	Hold	12,920	–	–	0.46%	48
2024 Q4	$731K	Sell	12,920 -5,840	-31%	-$326K	0.41%	41
2024 Q3	$971K	Buy	18,760 +9,430	+101%	+$442K	0.54%	32
2024 Q2	$387K	Buy	+9,330	New	+$417K	0.23%	75
2024 Q1	–	Sell	-7,110	Closed	-$365K	–	157
2023 Q4	$365K	Buy	+7,110	New	+$373K	0.25%	78
2023 Q1	–	Sell	-4,330	Closed	-$312K	–	124
2022 Q4	$312K	Buy	+4,330	New	+$326K	0.28%	76

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

Alpha Family Trust's BMY Position: Q2 2026 in Review

Alpha Family Trust held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,160 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #174.

Alpha Family Trust first reported a position in BMY in Q4 2022 and has held it in 9 quarters since. The position peaked at $971K in Q3 2024. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Alpha Family Trust held 4,160 shares of Bristol-Myers Squibb worth $240K as of Q2 2026.
Alpha Family Trust left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.1% of Alpha Family Trust's portfolio in Q2 2026, its #174 holding.
Alpha Family Trust first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 9 quarters since.
Alpha Family Trust's Bristol-Myers Squibb position peaked at $971K in Q3 2024.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.