AG
BMY icon

AlTi Global’s Bristol-Myers Squibb BMY Stock Holding History

AlTi Global’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 		$546K Buy
9,482
+261
+3% +$15K 0.01% 342
2026
Q1 		$559K Sell
9,221
-105,548
-92% -$6.15M 0.01% 303
2025
Q4 		$6.19M Buy
114,769
+110,168
+2,394% +$5.3M 0.13% 82
2025
Q3 		$207K Buy
4,601
+181
+4% +$8.45K ﹤0.01% 422
2025
Q2 		$205K Buy
4,420
+482
+12% +$23.7K 0.01% 403
2025
Q1 		$240K Sell
3,938
-153
-4% -$8.92K 0.01% 356
2024
Q4 		$231K Sell
4,091
-160,244
-98% -$8.95M 0.01% 384
2024
Q3 		$8.5M Buy
164,335
+57,067
+53% +$2.68M 0.2% 63
2024
Q2 		$4.45M Buy
107,268
+95,291
+796% +$4.26M 0.12% 92
2024
Q1 		$650K Buy
11,977
+2,193
+22% +$112K 0.02% 227
2023
Q4 		$502K Buy
+9,784
New +$514K 0.02% 242

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

AlTi Global's BMY Position: Q2 2026 in Review

AlTi Global increased its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, buying an estimated $15K and bringing the position to 9,482 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #342.

AlTi Global first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.5M in Q3 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • AlTi Global held 9,482 shares of Bristol-Myers Squibb worth $546K as of Q2 2026.
  • AlTi Global bought 261 Bristol-Myers Squibb shares in Q2 2026, an estimated $15K.
  • Bristol-Myers Squibb made up 0.01% of AlTi Global's portfolio in Q2 2026, its #342 holding.
  • AlTi Global first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Bristol-Myers Squibb position peaked at $8.5M in Q3 2024.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.