CIA
BMY icon

Caerus Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Caerus Investment 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 		$1.29M Sell
22,359
-858
-4% -$49.3K 0.43% 36
2026
Q1 		$1.41M Sell
23,217
-10,665
-31% -$622K 0.59% 31
2025
Q4 		$1.83M Buy
33,882
+20,105
+146% +$967K 0.59% 24
2025
Q3 		$621K Buy
+13,777
New +$643K 0.25% 88

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

Caerus Investment Advisors's BMY Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q2 2026, selling an estimated $49.3K and leaving 22,359 shares worth $1.29M. The position accounts for 0.43% of the portfolio, ranked #36.

Caerus Investment Advisors first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q4 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Caerus Investment Advisors held 22,359 shares of Bristol-Myers Squibb worth $1.29M as of Q2 2026.
  • Caerus Investment Advisors sold 858 Bristol-Myers Squibb shares in Q2 2026, an estimated $49.3K.
  • Bristol-Myers Squibb made up 0.43% of Caerus Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Caerus Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Bristol-Myers Squibb position peaked at $1.83M in Q4 2025.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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