Cary Street Partners Investment Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Cary Street Partners Investment 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	$350K	Sell	6,072 -246	-4%	-$14.1K	0.07%	267
2026 Q1	$383K	Buy	6,318 +736	+13%	+$42.9K	0.1%	227
2025 Q4	$301K	Buy	5,582 +901	+19%	+$43.3K	0.08%	247
2025 Q3	$211K	Sell	4,681 -276	-6%	-$12.9K	0.09%	255
2025 Q2	$229K	Sell	4,957 -310	-6%	-$15.2K	0.11%	204
2025 Q1	$321K	Buy	5,267 +830	+19%	+$48.4K	0.19%	139
2024 Q4	$251K	Sell	4,437 -41,798	-90%	-$2.34M	0.16%	141
2024 Q3	$2.39M	Sell	46,235 -43,683	-49%	-$2.05M	0.09%	244
2024 Q2	$3.73M	Sell	89,918 -3,313	-4%	-$148K	0.15%	160
2024 Q1	$5.06M	Sell	93,231 -4,947	-5%	-$252K	0.21%	126
2023 Q4	$5.04M	Sell	98,178 -9,562	-9%	-$502K	0.24%	115
2023 Q3	$6.25M	Buy	107,740 +7,231	+7%	+$443K	0.34%	78
2023 Q2	$6.43M	Sell	100,509 -4,666	-4%	-$313K	0.41%	60
2023 Q1	$7.29M	Buy	105,175 +2,562	+2%	+$181K	0.52%	53
2022 Q4	$7.38M	Sell	102,613 -708	-0.7%	-$53.4K	0.54%	51
2022 Q3	$7.34M	Buy	103,321 +666	+0.6%	+$48.3K	0.6%	49
2022 Q2	$7.91M	Buy	102,655 +62,989	+159%	+$4.8M	0.67%	40
2022 Q1	$2.9M	Buy	39,666 +15,232	+62%	+$1.02M	0.8%	34
2021 Q4	$1.52M	Buy	24,434 +1,628	+7%	+$95.5K	0.42%	74
2021 Q3	$1.35M	Buy	22,806 +2,051	+10%	+$135K	0.44%	70
2021 Q2	$1.39M	Buy	20,755 +10,305	+99%	+$672K	0.45%	68
2021 Q1	$660K	Sell	10,450 -15,305	-59%	-$952K	0.27%	94
2020 Q4	$1.6M	Sell	25,755 -54,382	-68%	-$3.34M	0.31%	84
2020 Q3	$4.83M	Buy	80,137 +75,754	+1,728%	+$4.56M	1.02%	19
2020 Q2	$257K	Hold	4,383	–	–	0.36%	86
2020 Q1	$244K	Buy	4,383 +235	+6%	+$14.4K	0.57%	51
2019 Q4	$266K	Buy	+4,148	New	+$238K	0.29%	96

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cary Street Partners Investment Advisory's BMY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Bristol-Myers Squibb (BMY) stake by 3.9% in Q2 2026, selling an estimated $14.1K and leaving 6,072 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #267.

Cary Street Partners Investment Advisory first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.91M in Q2 2022. 1,893 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Cary Street Partners Investment Advisory held 6,072 shares of Bristol-Myers Squibb worth $350K as of Q2 2026.
Cary Street Partners Investment Advisory sold 246 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.1K.
Bristol-Myers Squibb made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #267 holding.
Cary Street Partners Investment Advisory first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
Cary Street Partners Investment Advisory's Bristol-Myers Squibb position peaked at $7.91M in Q2 2022.
1,893 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.