Compass Financial Management’s Bristol-Myers Squibb BMY Stock Holding History

Compass Financial 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
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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's BMY Position: Q2 2026 in Review

Compass Financial Management 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.

2,401 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Compass Financial Management held 14,966 shares of Bristol-Myers Squibb worth $932K as of Q2 2026.
Bristol-Myers Squibb was a new Compass Financial Management position in Q2 2026.
Bristol-Myers Squibb made up 0.11% of Compass Financial Management's portfolio in Q2 2026, its #189 holding.
2,401 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.