Cohen Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Cohen Investment Advisors’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	$552K	Buy	9,581 +69	+0.7%	+$3.96K	0.25%	60
2026 Q1	$577K	Buy	9,512 +63	+0.7%	+$3.67K	0.27%	57
2025 Q4	$510K	Sell	9,449 -20	-0.2%	-$962	0.23%	59
2025 Q3	$427K	Buy	9,469 +1,180	+14%	+$55.1K	0.21%	69
2025 Q2	$384K	Sell	8,289 -490	-6%	-$24.1K	0.2%	70
2025 Q1	$535K	Sell	8,779 -23	-0.3%	-$1.34K	0.31%	52
2024 Q4	$498K	Buy	8,802 +221	+3%	+$12.3K	0.3%	54
2024 Q3	$444K	Buy	8,581 +962	+13%	+$45.1K	0.27%	62
2024 Q2	$442K	Buy	7,619 +487	+7%	+$21.8K	0.36%	57
2024 Q1	$387K	Sell	7,132 -207	-3%	-$10.5K	0.25%	60
2023 Q4	$377K	Sell	7,339 -280	-4%	-$14.7K	0.28%	65
2023 Q3	$442K	Sell	7,619 -291	-4%	-$17.8K	0.36%	57
2023 Q2	$506K	Sell	7,910 -143	-2%	-$9.59K	0.41%	57
2023 Q1	$558K	Buy	8,053 +476	+6%	+$33.6K	0.44%	51
2022 Q4	$545K	Buy	7,577 +395	+5%	+$29.8K	0.45%	50
2022 Q3	$511K	Sell	7,182 -10	-0.1%	-$725	0.47%	48
2022 Q2	$554K	Sell	7,192 -59	-0.8%	-$4.49K	0.47%	46
2022 Q1	$530K	Buy	7,251 +90	+1%	+$6.04K	0.39%	53
2021 Q4	$446K	Buy	7,161 +61	+0.9%	+$3.58K	0.32%	61
2021 Q3	$420K	Buy	7,100 +41	+0.6%	+$2.7K	0.32%	60
2021 Q2	$472K	Buy	7,059 +57	+0.8%	+$3.72K	0.37%	52
2021 Q1	$442K	Sell	7,002 -35	-0.5%	-$2.18K	0.36%	56
2020 Q4	$437K	Buy	+7,037	New	+$433K	0.39%	52

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

Cohen Investment Advisors's BMY Position: Q2 2026 in Review

Cohen Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.73% in Q2 2026, buying an estimated $3.96K and bringing the position to 9,581 shares worth $552K. The position accounts for 0.25% of the portfolio, ranked #60.

Cohen Investment Advisors first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $577K in Q1 2026. 2,519 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Cohen Investment Advisors held 9,581 shares of Bristol-Myers Squibb worth $552K as of Q2 2026.
Cohen Investment Advisors bought 69 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.96K.
Bristol-Myers Squibb made up 0.25% of Cohen Investment Advisors's portfolio in Q2 2026, its #60 holding.
Cohen Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
Cohen Investment Advisors's Bristol-Myers Squibb position peaked at $577K in Q1 2026.
2,519 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.