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Bruce G. Allen Investments’s Bristol-Myers Squibb BMY Stock Holding History

Bruce G. Allen Investments’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 		$80.3K Sell
1,393
-345
-20% -$19.8K 0.05% 188
2026
Q1 		$105K Buy
1,738
+253
+17% +$14.7K 0.07% 151
2025
Q4 		$80.1K Sell
1,485
-1,408
-49% -$67.7K 0.05% 195
2025
Q3 		$130K Sell
2,893
-279
-9% -$13K 0.09% 123
2025
Q2 		$147K Sell
3,172
-261
-8% -$12.8K 0.11% 104
2025
Q1 		$209K Sell
3,433
-105
-3% -$6.12K 0.17% 72
2024
Q4 		$200K Buy
3,538
+133
+4% +$7.43K 0.16% 70
2024
Q3 		$176K Buy
3,405
+614
+22% +$28.8K 0.14% 93
2024
Q2 		$116K Sell
2,791
-694
-20% -$31.1K 0.1% 133
2024
Q1 		$189K Buy
3,485
+732
+27% +$37.3K 0.16% 81
2023
Q4 		$141K Buy
+2,753
New +$145K 0.13% 102

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's BMY Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Bristol-Myers Squibb (BMY) stake by 20% in Q2 2026, selling an estimated $19.8K and leaving 1,393 shares worth $80.3K. The position accounts for 0.05% of the portfolio, ranked #188.

Bruce G. Allen Investments first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $209K in Q1 2025. 2,531 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Bruce G. Allen Investments held 1,393 shares of Bristol-Myers Squibb worth $80.3K as of Q2 2026.
  • Bruce G. Allen Investments sold 345 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.8K.
  • Bristol-Myers Squibb made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #188 holding.
  • Bruce G. Allen Investments first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Bristol-Myers Squibb position peaked at $209K in Q1 2025.
  • 2,531 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.