Catalyst Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Catalyst Financial 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	$512K	Sell	8,894 -936	-10%	-$53.7K	0.05%	224
2026 Q1	$596K	Buy	9,830 +538	+6%	+$31.4K	0.07%	170
2025 Q4	$501K	Buy	9,292 +1,992	+27%	+$95.8K	0.06%	173
2025 Q3	$329K	Sell	7,300 -653	-8%	-$30.5K	0.04%	226
2025 Q2	$368K	Sell	7,953 -398	-5%	-$19.5K	0.04%	204
2025 Q1	$509K	Buy	8,351 +642	+8%	+$37.4K	0.09%	144
2024 Q4	$436K	Buy	7,709 +1,490	+24%	+$83.3K	0.08%	156
2024 Q3	$322K	Buy	6,219 +1,259	+25%	+$59.1K	0.06%	191
2024 Q2	$206K	Sell	4,960 -1,621	-25%	-$72.5K	0.05%	237
2024 Q1	$315K	Buy	6,581 +637	+11%	+$32.5K	0.08%	164
2023 Q4	$305K	Sell	5,944 -1,628	-22%	-$85.5K	0.09%	162
2023 Q3	$439K	Buy	7,572 +1,382	+22%	+$84.7K	0.14%	109
2023 Q2	$396K	Buy	6,190 +189	+3%	+$12.7K	0.14%	106
2023 Q1	$416K	Buy	6,001 +145	+2%	+$10.2K	0.18%	83
2022 Q4	$421K	Buy	+5,856	New	+$442K	0.22%	70

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

Catalyst Financial Partners's BMY Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Bristol-Myers Squibb (BMY) stake by 9.5% in Q2 2026, selling an estimated $53.7K and leaving 8,894 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #224.

Catalyst Financial Partners first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $596K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Catalyst Financial Partners held 8,894 shares of Bristol-Myers Squibb worth $512K as of Q2 2026.
Catalyst Financial Partners sold 936 Bristol-Myers Squibb shares in Q2 2026, an estimated $53.7K.
Bristol-Myers Squibb made up 0.05% of Catalyst Financial Partners's portfolio in Q2 2026, its #224 holding.
Catalyst Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
Catalyst Financial Partners's Bristol-Myers Squibb position peaked at $596K in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.