Clear Harbor Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Clear Harbor Asset 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
2023 Q4	–	Sell	-5,000	Closed	-$290K	–	376
2023 Q3	$290K	Hold	5,000	–	–	0.03%	272
2023 Q2	$320K	Buy	5,000 +3,000	+150%	+$201K	0.03%	265
2023 Q1	$139K	Buy	+2,000	New	+$141K	0.01%	353

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

Clear Harbor Asset Management's BMY Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 59% in Q2 2026, selling an estimated $979K and leaving 11,971 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #269.

Clear Harbor Asset Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.86M in Q3 2021. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Clear Harbor Asset Management held 11,971 shares of Bristol-Myers Squibb worth $690K as of Q2 2026.
Clear Harbor Asset Management sold 17,042 Bristol-Myers Squibb shares in Q2 2026, an estimated $979K.
Bristol-Myers Squibb made up 0.04% of Clear Harbor Asset Management's portfolio in Q2 2026, its #269 holding.
Clear Harbor Asset Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Clear Harbor Asset Management's Bristol-Myers Squibb position peaked at $4.86M in Q3 2021.
2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.