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

Bleakley 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 		$3.9M Buy
67,743
+24,421
+56% +$1.4M 0.05% 295
2026
Q1 		$2.63M Buy
43,322
+9,979
+30% +$582K 0.04% 334
2025
Q4 		$1.8M Buy
33,343
+4,698
+16% +$226K 0.03% 373
2025
Q3 		$1.29M Sell
28,645
-2,937
-9% -$137K 0.03% 362
2025
Q2 		$1.46M Sell
31,582
-56,406
-64% -$2.77M 0.04% 328
2025
Q1 		$5.37M Buy
87,988
+1,948
+2% +$114K 0.17% 117
2024
Q4 		$4.87M Buy
86,040
+49,616
+136% +$2.77M 0.15% 120
2024
Q3 		$1.88M Sell
36,424
-1,502
-4% -$70.5K 0.06% 264
2024
Q2 		$1.58M Sell
37,926
-25,392
-40% -$1.14M 0.05% 313
2024
Q1 		$3.43M Buy
63,318
+7,994
+14% +$407K 0.1% 194
2023
Q4 		$2.84M Sell
55,324
-5,315
-9% -$279K 0.09% 210
2023
Q3 		$3.52M Sell
60,639
-13,170
-18% -$807K 0.12% 155
2023
Q2 		$4.72M Buy
73,809
+8,274
+13% +$555K 0.15% 129
2023
Q1 		$4.54M Buy
65,535
+9,310
+17% +$657K 0.15% 122
2022
Q4 		$4.05M Buy
+56,225
New +$4.24M 0.14% 134

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

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

Bleakley Financial Group increased its Bristol-Myers Squibb (BMY) stake by 56% in Q2 2026, buying an estimated $1.4M and bringing the position to 67,743 shares worth $3.9M. The position accounts for 0.05% of the portfolio, ranked #295.

Bleakley Financial Group first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.37M in Q1 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Bleakley Financial Group held 67,743 shares of Bristol-Myers Squibb worth $3.9M as of Q2 2026.
  • Bleakley Financial Group bought 24,421 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.4M.
  • Bristol-Myers Squibb made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #295 holding.
  • Bleakley Financial Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Bristol-Myers Squibb position peaked at $5.37M in Q1 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.