AFG
BMY icon

Atomi Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Atomi Financial 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 		$1.83M Sell
31,680
-49,811
-61% -$2.86M 0.05% 295
2026
Q1 		$4.94M Buy
81,491
+57,858
+245% +$3.37M 0.15% 120
2025
Q4 		$1.27M Buy
23,633
+12,072
+104% +$581K 0.04% 335
2025
Q3 		$521K Buy
11,561
+3,869
+50% +$181K 0.02% 636
2025
Q2 		$356K Sell
7,692
-6,331
-45% -$311K 0.01% 731
2025
Q1 		$855K Buy
14,023
+1,255
+10% +$73.2K 0.04% 353
2024
Q4 		$722K Buy
12,768
+5,593
+78% +$313K 0.04% 352
2024
Q3 		$371K Buy
+7,175
New +$337K 0.02% 580
2024
Q2 		– Sell
-4,264
Closed -$231K – 798
2024
Q1 		$231K Buy
+4,264
New +$217K 0.02% 623

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

Atomi Financial Group's BMY Position: Q2 2026 in Review

Atomi Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 61% in Q2 2026, selling an estimated $2.86M and leaving 31,680 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #295.

Atomi Financial Group first reported a position in BMY in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.94M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Atomi Financial Group held 31,680 shares of Bristol-Myers Squibb worth $1.83M as of Q2 2026.
  • Atomi Financial Group sold 49,811 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.86M.
  • Bristol-Myers Squibb made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #295 holding.
  • Atomi Financial Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Bristol-Myers Squibb position peaked at $4.94M in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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