Chancellor Financial Group WB’s Bristol-Myers Squibb BMY Stock Holding History

Chancellor Financial Group WB’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	$334K	Buy	5,792 +107	+2%	+$6.14K	0.21%	101
2026 Q1	$345K	Sell	5,685 -5,299	-48%	-$309K	0.24%	79
2025 Q4	$592K	Buy	10,984 +2,501	+29%	+$120K	0.4%	50
2025 Q3	$383K	Buy	8,483 +25	+0.3%	+$1.17K	0.27%	72
2025 Q2	$392K	Buy	8,458 +2,050	+32%	+$101K	0.3%	67
2025 Q1	$391K	Sell	6,408 -2,265	-26%	-$132K	0.32%	66
2024 Q4	$491K	Buy	+8,673	New	+$485K	0.4%	53

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

Chancellor Financial Group WB's BMY Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Bristol-Myers Squibb (BMY) stake by 1.9% in Q2 2026, buying an estimated $6.14K and bringing the position to 5,792 shares worth $334K. The position accounts for 0.21% of the portfolio, ranked #101.

Chancellor Financial Group WB first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $592K in Q4 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Chancellor Financial Group WB held 5,792 shares of Bristol-Myers Squibb worth $334K as of Q2 2026.
Chancellor Financial Group WB bought 107 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.14K.
Bristol-Myers Squibb made up 0.21% of Chancellor Financial Group WB's portfolio in Q2 2026, its #101 holding.
Chancellor Financial Group WB first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's Bristol-Myers Squibb position peaked at $592K in Q4 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.