CAPTRUST Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Other funds holding BMY
CAPTRUST Financial Advisors's BMY Position: Q2 2026 in Review
CAPTRUST Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q2 2026, selling an estimated $3.99M and leaving 607,026 shares worth $35M. The position accounts for 0.05% of the portfolio, ranked #270.
CAPTRUST Financial Advisors first reported a position in BMY in Q3 2017 and has held it in 36 quarters since. The position peaked at $41M in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- CAPTRUST Financial Advisors held 607,026 shares of Bristol-Myers Squibb worth $35M as of Q2 2026.
- CAPTRUST Financial Advisors sold 69,419 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.99M.
- Bristol-Myers Squibb made up 0.05% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #270 holding.
- CAPTRUST Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2017 and has held it in 36 quarters since.
- CAPTRUST Financial Advisors's Bristol-Myers Squibb position peaked at $41M in Q1 2026.
- 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.