Castleview Partners’s Bristol-Myers Squibb BMY Stock Holding History

Castleview Partners’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	$4.81M	Buy	83,526 +9,538	+13%	+$548K	2.12%	9
2026 Q1	$4.49M	Sell	73,988 -11,554	-14%	-$674K	2.3%	7
2025 Q4	$4.61M	Buy	85,542 +11,504	+16%	+$553K	2.29%	6
2025 Q3	$3.34M	Buy	74,038 +4,568	+7%	+$213K	1.81%	11
2025 Q2	$3.22M	Buy	69,470 +1,574	+2%	+$77.3K	2.07%	7
2025 Q1	$4.14M	Buy	67,896 +12,703	+23%	+$740K	2.8%	3
2024 Q4	$3.13M	Buy	55,193 +5,752	+12%	+$321K	1.69%	5
2024 Q3	$2.56M	Buy	49,441 +43,730	+766%	+$2.05M	1.48%	11
2024 Q2	$237K	Buy	5,711 +2,030	+55%	+$90.8K	0.13%	153
2024 Q1	$200K	Buy	3,681 +1,199	+48%	+$61.1K	0.11%	178
2023 Q4	$127K	Buy	2,482 +422	+20%	+$22.2K	0.09%	181
2023 Q3	$120K	Sell	2,060 -60	-3%	-$3.68K	0.11%	156
2023 Q2	$136K	Sell	2,120 -1,395	-40%	-$93.5K	0.12%	149
2023 Q1	$244K	Buy	3,515 +130	+4%	+$9.17K	0.22%	110
2022 Q4	$244K	Buy	3,385 +531	+19%	+$40K	0.24%	100
2022 Q3	$203K	Buy	2,854 +2,850	+71,250%	+$207K	0.19%	113
2022 Q2	$1.94K	Sell	4 -3,273	-100%	-$249K	﹤0.01%	634
2022 Q1	$239K	Buy	+3,277	New	+$220K	0.15%	139
2021 Q2	$178K	Buy	+2,666	New	+$174K	0.08%	222
2018 Q1	$363K	Buy	+5,745	New	+$370K	0.3%	79

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

Castleview Partners's BMY Position: Q2 2026 in Review

Castleview Partners increased its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, buying an estimated $548K and bringing the position to 83,526 shares worth $4.81M. The position accounts for 2.12% of the portfolio, ranked #9.

Castleview Partners first reported a position in BMY in Q1 2018 and has held it in 20 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Castleview Partners held 83,526 shares of Bristol-Myers Squibb worth $4.81M as of Q2 2026.
Castleview Partners bought 9,538 Bristol-Myers Squibb shares in Q2 2026, an estimated $548K.
Bristol-Myers Squibb made up 2.12% of Castleview Partners's portfolio in Q2 2026, its #9 holding.
Castleview Partners first reported a position in Bristol-Myers Squibb in Q1 2018 and has held it in 20 quarters since.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.