BridgePort Financial Solutions’s Bristol-Myers Squibb BMY Stock Holding History

BridgePort Financial Solutions’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	$861K	Buy	14,943 +1,396	+10%	+$80.2K	0.22%	91
2026 Q1	$822K	Sell	13,547 -2,474	-15%	-$144K	0.23%	85
2025 Q4	$864K	Buy	16,021 +11,143	+228%	+$536K	0.23%	83
2025 Q3	$220K	Buy	+4,878	New	+$228K	0.06%	219
2025 Q2	–	Sell	-3,317	Closed	-$202K	–	199
2025 Q1	$202K	Buy	+3,317	New	+$193K	0.09%	156

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 $3.37T AUM 44.26% 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

BridgePort Financial Solutions's BMY Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Bristol-Myers Squibb (BMY) stake by 10% in Q2 2026, buying an estimated $80.2K and bringing the position to 14,943 shares worth $861K. The position accounts for 0.22% of the portfolio, ranked #91.

BridgePort Financial Solutions first reported a position in BMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $864K in Q4 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

BridgePort Financial Solutions held 14,943 shares of Bristol-Myers Squibb worth $861K as of Q2 2026.
BridgePort Financial Solutions bought 1,396 Bristol-Myers Squibb shares in Q2 2026, an estimated $80.2K.
Bristol-Myers Squibb made up 0.22% of BridgePort Financial Solutions's portfolio in Q2 2026, its #91 holding.
BridgePort Financial Solutions first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 5 quarters since.
BridgePort Financial Solutions's Bristol-Myers Squibb position peaked at $864K in Q4 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.