Commonwealth Retirement Investments’s Bristol-Myers Squibb BMY Stock Holding History

Commonwealth Retirement Investments’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	$1.03M	Sell	17,829 -54,306	-75%	-$3.12M	0.28%	74
2026 Q1	$4.37M	Buy	72,135 +4,253	+6%	+$248K	1.35%	21
2025 Q4	$3.66M	Buy	67,882 +1,922	+3%	+$92.5K	1.18%	26
2025 Q3	$2.97M	Buy	65,960 +6,777	+11%	+$317K	1.01%	34
2025 Q2	$2.74M	Buy	59,183 +11,690	+25%	+$574K	1.04%	31
2025 Q1	$2.9M	Buy	47,493 +973	+2%	+$56.7K	1.18%	25
2024 Q4	$2.63M	Buy	46,520 +1,033	+2%	+$57.7K	1.08%	28
2024 Q3	$2.35M	Buy	45,487 +3,541	+8%	+$166K	0.99%	33
2024 Q2	$1.74M	Buy	+41,946	New	+$1.88M	0.8%	42

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

Commonwealth Retirement Investments's BMY Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Bristol-Myers Squibb (BMY) stake by 75% in Q2 2026, selling an estimated $3.12M and leaving 17,829 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #74.

Commonwealth Retirement Investments first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.37M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Commonwealth Retirement Investments held 17,829 shares of Bristol-Myers Squibb worth $1.03M as of Q2 2026.
Commonwealth Retirement Investments sold 54,306 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.12M.
Bristol-Myers Squibb made up 0.28% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #74 holding.
Commonwealth Retirement Investments first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
Commonwealth Retirement Investments's Bristol-Myers Squibb position peaked at $4.37M in Q1 2026.
2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.