Clear Investment Research’s Bristol-Myers Squibb BMY Stock Holding History

Clear Investment Research’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	–	Sell	-500	Closed	-$30.3K	–	73
2026 Q1	$30.3K	Buy	+500	New	+$29.1K	0.05%	131
2025 Q4	–	Sell	-500	Closed	-$22.6K	–	70
2025 Q3	$22.6K	Hold	500	–	–	0.03%	155
2025 Q2	$23.1K	Hold	500	–	–	0.03%	141
2025 Q1	$30.5K	Hold	500	–	–	0.04%	131
2024 Q4	$28.3K	Hold	500	–	–	0.04%	132
2024 Q3	$25.9K	Hold	500	–	–	0.03%	135
2024 Q2	$20.8K	Hold	500	–	–	0.03%	132
2024 Q1	$27.1K	Hold	500	–	–	0.04%	127
2023 Q4	$25.7K	Hold	500	–	–	0.04%	138
2023 Q3	$29K	Hold	500	–	–	0.05%	105
2023 Q2	$32K	Hold	500	–	–	0.05%	104
2023 Q1	$34.7K	Hold	500	–	–	0.06%	95
2022 Q4	$36K	Hold	500	–	–	0.07%	87
2022 Q3	$36K	Buy	+500	New	+$36.3K	0.08%	88
2019 Q4	–	Sell	-17	Closed	-$1K	–	143
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	144
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	143
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	141
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	135
2018 Q3	$1K	Buy	+17	New	+$1.01K	﹤0.01%	144

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 $3.38T AUM 44.17% 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 Investment Research's BMY Position: Q2 2026 in Review

Clear Investment Research sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 500 shares — an estimated $30.3K sold.

Clear Investment Research first reported a position in BMY in Q3 2018 and held it in 19 quarters. The position peaked at $36K in Q4 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Clear Investment Research reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 500 Bristol-Myers Squibb shares in Q2 2026, an estimated $30.3K.
Clear Investment Research first reported a position in Bristol-Myers Squibb in Q3 2018 and held it in 19 quarters.
Clear Investment Research's Bristol-Myers Squibb position peaked at $36K in Q4 2022.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.