COMPASS FINANCIAL MANAGEMENT LLC’s Bristol-Myers Squibb BMY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$932K	Buy	+14,966	New	+$859K	0.11%	189

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BMY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 14,966 shares worth $932K. The stake represents 0.11% of the portfolio and ranks #189 among its holdings.

1,973 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 14,966 shares of Bristol-Myers Squibb worth $932K as of Q2 2026.
Bristol-Myers Squibb was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Bristol-Myers Squibb made up 0.11% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #189 holding.
1,973 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.