Bellwether Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bellwether Advisors’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	–	Sell	-31,105	Closed	-$1.89M	–	170
2026 Q1	$1.89M	Buy	+31,105	New	+$1.81M	0.32%	71
2023 Q4	–	Sell	-23,584	Closed	-$1.37M	–	117
2023 Q3	$1.37M	Sell	23,584 -428	-2%	-$26.2K	0.37%	61
2023 Q2	$1.54M	Sell	24,012 -68	-0.3%	-$4.56K	0.45%	40
2023 Q1	$1.67M	Sell	24,080 -1,565	-6%	-$110K	0.46%	55
2022 Q4	$1.85M	Sell	25,645 -5,994	-19%	-$452K	0.54%	40
2022 Q3	$2.25M	Buy	31,639 +208	+0.7%	+$15.1K	0.74%	32
2022 Q2	$2.42M	Sell	31,431 -491	-2%	-$37.4K	0.78%	32
2022 Q1	$2.33M	Hold	31,922	–	–	0.69%	34
2021 Q4	$1.99M	Sell	31,922 -2,429	-7%	-$142K	0.62%	33
2021 Q3	$2.03M	Sell	34,351 -1,134	-3%	-$74.7K	0.68%	34
2021 Q2	$2.37M	Sell	35,485 -5,677	-14%	-$370K	0.82%	32
2021 Q1	$2.6M	Sell	41,162 -3,942	-9%	-$245K	1.03%	28
2020 Q4	$2.8M	Buy	+45,104	New	+$2.77M	1.23%	23

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

Bellwether Advisors's BMY Position: Q2 2026 in Review

Bellwether Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 31,105 shares — an estimated $1.89M sold.

Bellwether Advisors first reported a position in BMY in Q4 2020 and held it in 13 quarters. The position peaked at $2.8M in Q4 2020. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Bellwether Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Bellwether Advisors sold 31,105 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.89M.
Bellwether Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Bristol-Myers Squibb position peaked at $2.8M in Q4 2020.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.