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Catherine Avery Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Catherine Avery Investment Management’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 		$6.91M Buy
119,907
+15,044
+14% +$864K 3.02% 8
2026
Q1 		$6.36M Buy
104,863
+12,024
+13% +$701K 2.85% 13
2025
Q4 		$5.01M Buy
92,839
+183
+0.2% +$8.8K 3% 8
2025
Q3 		$4.18M Buy
92,656
+17,675
+24% +$825K 2.69% 20
2025
Q2 		$3.47M Buy
74,981
+8,713
+13% +$428K 2.64% 18
2025
Q1 		$4.04M Buy
66,268
+4,988
+8% +$291K 3.62% 4
2024
Q4 		$3.47M Buy
+61,280
New +$3.42M 3.06% 6

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Catherine Avery Investment Management's BMY Position: Q2 2026 in Review

Catherine Avery Investment Management increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $864K and bringing the position to 119,907 shares worth $6.91M. The position accounts for 3.02% of the portfolio, ranked #8.

Catherine Avery Investment Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Catherine Avery Investment Management held 119,907 shares of Bristol-Myers Squibb worth $6.91M as of Q2 2026.
  • Catherine Avery Investment Management bought 15,044 Bristol-Myers Squibb shares in Q2 2026, an estimated $864K.
  • Bristol-Myers Squibb made up 3.02% of Catherine Avery Investment Management's portfolio in Q2 2026, its #8 holding.
  • Catherine Avery Investment Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.