Comprehensive Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Comprehensive Financial Planning’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	$37.2K	Buy	646 +6	+0.9%	+$345	0.02%	195
2026 Q1	$38.8K	Buy	640 +6	+0.9%	+$350	0.03%	171
2025 Q4	$34.2K	Buy	634 +7	+1%	+$337	0.02%	182
2025 Q3	$28.3K	Buy	627 +7	+1%	+$327	0.02%	192
2025 Q2	$28.7K	Buy	620 +7	+1%	+$344	0.02%	178
2025 Q1	$37.4K	Buy	613 +5	+0.8%	+$291	0.04%	150
2024 Q4	$34.4K	Buy	+608	New	+$34K	0.03%	176

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

Comprehensive Financial Planning's BMY Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Bristol-Myers Squibb (BMY) stake by 0.94% in Q2 2026, buying an estimated $345 and bringing the position to 646 shares worth $37.2K. The position accounts for 0.02% of the portfolio, ranked #195.

Comprehensive Financial Planning first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.8K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Comprehensive Financial Planning held 646 shares of Bristol-Myers Squibb worth $37.2K as of Q2 2026.
Comprehensive Financial Planning bought 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
Bristol-Myers Squibb made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #195 holding.
Comprehensive Financial Planning first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Bristol-Myers Squibb position peaked at $38.8K in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.