Carson Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Carson Advisory’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	$252K	Buy	+4,371	New	+$251K	0.12%	173
2025 Q2	–	Sell	-3,753	Closed	-$229K	–	172
2025 Q1	$229K	Sell	3,753 -200	-5%	-$11.7K	0.15%	143
2024 Q4	$224K	Sell	3,953 -400	-9%	-$22.4K	0.16%	143
2024 Q3	$225K	Buy	+4,353	New	+$204K	0.14%	158
2024 Q2	–	Sell	-4,499	Closed	-$244K	–	167
2024 Q1	$244K	Sell	4,499 -75	-2%	-$3.82K	0.17%	139
2023 Q4	$235K	Sell	4,574 -598	-12%	-$31.4K	0.18%	134
2023 Q3	$300K	Buy	5,172 +1,032	+25%	+$63.2K	0.26%	101
2023 Q2	$265K	Hold	4,140	–	–	0.22%	119
2023 Q1	$287K	Sell	4,140 -1,000	-19%	-$70.5K	0.26%	101
2022 Q4	$370K	Buy	5,140 +500	+11%	+$37.7K	0.35%	74
2022 Q3	$330K	Hold	4,640	–	–	0.37%	75
2022 Q2	$357K	Hold	4,640	–	–	0.4%	71
2022 Q1	$339K	Hold	4,640	–	–	0.34%	77
2021 Q4	$289K	Buy	+4,640	New	+$272K	0.29%	86

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 $3.38T AUM 44.17% 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

Carson Advisory's BMY Position: Q2 2026 in Review

Carson Advisory opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 4,371 shares worth $252K. The stake represents 0.12% of the portfolio and ranks #173 among its holdings. This is a return to the name: Carson Advisory previously reported a position in BMY as recently as Q1 2025.

Carson Advisory first reported a position in BMY in Q4 2021 and has held it in 14 quarters since. The position peaked at $370K in Q4 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Carson Advisory held 4,371 shares of Bristol-Myers Squibb worth $252K as of Q2 2026.
Bristol-Myers Squibb was a new Carson Advisory position in Q2 2026.
Bristol-Myers Squibb made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #173 holding.
Carson Advisory first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 14 quarters since.
Carson Advisory's Bristol-Myers Squibb position peaked at $370K in Q4 2022.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.