BankPlus Trust Department’s Bristol-Myers Squibb BMY Stock Holding History

BankPlus Trust Department’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	$1.88M	Buy	32,563 +839	+3%	+$48.2K	0.44%	54
2026 Q1	$1.92M	Sell	31,724 -4,358	-12%	-$254K	0.51%	46
2025 Q4	$1.95M	Buy	36,082 +1,983	+6%	+$95.4K	0.51%	47
2025 Q3	$1.54M	Sell	34,099 -162	-0.5%	-$7.57K	0.41%	60
2025 Q2	$1.59M	Buy	34,261 +3,585	+12%	+$176K	0.47%	53
2025 Q1	$1.87M	Buy	30,676 +3,320	+12%	+$194K	0.62%	38
2024 Q4	$1.55M	Buy	+27,356	New	+$1.53M	0.51%	47

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's BMY Position: Q2 2026 in Review

BankPlus Trust Department increased its Bristol-Myers Squibb (BMY) stake by 2.6% in Q2 2026, buying an estimated $48.2K and bringing the position to 32,563 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #54.

BankPlus Trust Department first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

BankPlus Trust Department held 32,563 shares of Bristol-Myers Squibb worth $1.88M as of Q2 2026.
BankPlus Trust Department bought 839 Bristol-Myers Squibb shares in Q2 2026, an estimated $48.2K.
Bristol-Myers Squibb made up 0.44% of BankPlus Trust Department's portfolio in Q2 2026, its #54 holding.
BankPlus Trust Department first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Bristol-Myers Squibb position peaked at $1.95M in Q4 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.