BP
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BBR Partners’s Bristol-Myers Squibb BMY Stock Holding History

BBR 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 		$512K Sell
8,889
-1
-0% -$57 0.02% 169
2026
Q1 		$539K Hold
8,890
– – 0.03% 147
2025
Q4 		$480K Sell
8,890
-44
-0.5% -$2.12K 0.03% 168
2025
Q3 		$403K Buy
8,934
+44
+0.5% +$2.06K 0.02% 177
2025
Q2 		$412K Sell
8,890
-1,022
-10% -$50.2K 0.03% 158
2025
Q1 		$605K Hold
9,912
– – 0.04% 120
2024
Q4 		$561K Sell
9,912
-1,006
-9% -$56.2K 0.04% 136
2024
Q3 		$565K Sell
10,918
-171
-2% -$8.02K 0.04% 124
2024
Q2 		$461K Sell
11,089
-899
-7% -$40.2K 0.04% 116
2024
Q1 		$650K Buy
11,988
+1,079
+10% +$55K 0.05% 124
2023
Q4 		$560K Sell
10,909
-441
-4% -$23.1K 0.06% 98
2023
Q3 		$659K Buy
11,350
+362
+3% +$22.2K 0.07% 81
2023
Q2 		$703K Sell
10,988
-224
-2% -$15K 0.08% 83
2023
Q1 		$777K Sell
11,212
-689
-6% -$48.6K 0.09% 78
2022
Q4 		$856K Hold
11,901
– – 0.1% 81
2022
Q3 		$846K Sell
11,901
-3,328
-22% -$241K 0.11% 79
2022
Q2 		$1.17M Hold
15,229
– – 0.14% 69
2022
Q1 		$1.11M Buy
15,229
+9,087
+148% +$610K 0.1% 85
2021
Q4 		$383K Buy
6,142
+1,834
+43% +$108K 0.05% 137
2021
Q3 		$255K Sell
4,308
-545
-11% -$35.9K 0.02% 190
2021
Q2 		$324K Buy
4,853
+150
+3% +$9.78K 0.03% 147
2021
Q1 		$297K Buy
4,703
+1,283
+38% +$79.8K 0.02% 167
2020
Q4 		$212K Buy
3,420
+92
+3% +$5.66K 0.02% 176
2020
Q3 		$201K Buy
+3,328
New +$200K 0.02% 173

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

BBR Partners's BMY Position: Q2 2026 in Review

BBR Partners reduced its Bristol-Myers Squibb (BMY) stake by 0.01% in Q2 2026, selling an estimated $57 and leaving 8,889 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #169.

BBR Partners first reported a position in BMY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • BBR Partners held 8,889 shares of Bristol-Myers Squibb worth $512K as of Q2 2026.
  • BBR Partners sold 1 Bristol-Myers Squibb share in Q2 2026, an estimated $57.
  • Bristol-Myers Squibb made up 0.02% of BBR Partners's portfolio in Q2 2026, its #169 holding.
  • BBR Partners first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 24 quarters since.
  • BBR Partners's Bristol-Myers Squibb position peaked at $1.17M in Q2 2022.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.