Covestor’s Bristol-Myers Squibb BMY Stock Holding History

Covestor’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	$155K	Buy	2,695 +47	+2%	+$2.7K	0.09%	185
2026 Q1	$161K	Sell	2,648 -3,116	-54%	-$182K	0.11%	140
2025 Q4	$311K	Buy	5,764 +1,280	+29%	+$61.6K	0.16%	94
2025 Q3	$202K	Buy	4,484 +864	+24%	+$40.4K	0.11%	207
2025 Q2	$167K	Sell	3,620 -486	-12%	-$23.9K	0.1%	261
2025 Q1	$250K	Sell	4,106 -737	-15%	-$43K	0.17%	88
2024 Q4	$273K	Sell	4,843 -1,475	-23%	-$82.4K	0.17%	79
2024 Q3	$327K	Sell	6,318 -23	-0.4%	-$1.08K	0.21%	47
2024 Q2	$263K	Buy	6,341 +783	+14%	+$35K	0.17%	85
2024 Q1	$302K	Buy	5,558 +1,019	+22%	+$51.9K	0.19%	48
2023 Q4	$233K	Buy	4,539 +78	+2%	+$4.09K	0.16%	91
2023 Q3	$258K	Buy	4,461 +1,012	+29%	+$62K	0.19%	58
2023 Q2	$221K	Sell	3,449 -1,498	-30%	-$100K	0.17%	89
2023 Q1	$343K	Buy	4,947 +403	+9%	+$28.4K	0.3%	33
2022 Q4	$327K	Sell	4,544 -441	-9%	-$33.3K	0.27%	41
2022 Q3	$354K	Buy	4,985 +324	+7%	+$23.5K	0.31%	31
2022 Q2	$359K	Buy	4,661 +2,609	+127%	+$199K	0.28%	39
2022 Q1	$150K	Buy	2,052 +1,082	+112%	+$72.7K	0.1%	269
2021 Q4	$61K	Buy	+970	New	+$56.9K	0.09%	415

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

Covestor's BMY Position: Q2 2026 in Review

Covestor increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, buying an estimated $2.7K and bringing the position to 2,695 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #185.

Covestor first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $359K in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Covestor held 2,695 shares of Bristol-Myers Squibb worth $155K as of Q2 2026.
Covestor bought 47 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.7K.
Bristol-Myers Squibb made up 0.09% of Covestor's portfolio in Q2 2026, its #185 holding.
Covestor first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
Covestor's Bristol-Myers Squibb position peaked at $359K in Q2 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.