Burk Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Burk Holdings’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	$2.94K	Hold	51	–	–	﹤0.01%	441
2026 Q1	$3.09K	Buy	+51	New	+$2.97K	﹤0.01%	440

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

Burk Holdings's BMY Position: Q2 2026 in Review

Burk Holdings held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 51 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Burk Holdings first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.09K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Burk Holdings held 51 shares of Bristol-Myers Squibb worth $2.94K as of Q2 2026.
Burk Holdings left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #441 holding.
Burk Holdings first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Bristol-Myers Squibb position peaked at $3.09K in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.