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

Chapman Financial Group’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 		$175K Hold
3,045
– – 0.12% 133
2026
Q1 		$185K Sell
3,045
-347
-10% -$20.2K 0.13% 135
2025
Q4 		$183K Sell
3,392
-242
-7% -$11.6K 0.12% 133
2025
Q3 		$164K Sell
3,634
-3,303
-48% -$154K 0.11% 138
2025
Q2 		$321K Buy
+6,937
New +$341K 0.27% 82
2024
Q4 		$496K Buy
+8,767
New +$490K 0.4% 72

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

Chapman Financial Group's BMY Position: Q2 2026 in Review

Chapman Financial Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,045 shares worth $175K. The position accounts for 0.12% of the portfolio, ranked #133.

Chapman Financial Group first reported a position in BMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $496K in Q4 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Chapman Financial Group held 3,045 shares of Bristol-Myers Squibb worth $175K as of Q2 2026.
  • Chapman Financial Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.12% of Chapman Financial Group's portfolio in Q2 2026, its #133 holding.
  • Chapman Financial Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Bristol-Myers Squibb position peaked at $496K in Q4 2024.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.