CSM Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CSM 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	$252K	Sell	4,380 -545	-11%	-$31.3K	0.01%	398
2026 Q1	$299K	Hold	4,925	–	–	0.01%	390
2025 Q4	$266K	Hold	4,925	–	–	0.01%	391
2025 Q3	$222K	Sell	4,925 -377,404	-99%	-$17.6M	0.01%	399
2025 Q2	$17.7M	Buy	+382,329	New	+$18.8M	0.52%	59
2022 Q1	–	Sell	-91,245	Closed	-$5.69M	–	132
2021 Q4	$5.69M	Sell	91,245 -420	-0.5%	-$24.6K	0.38%	66
2021 Q3	$5.42M	Sell	91,665 -50	-0.1%	-$3.29K	0.4%	61
2021 Q2	$6.13M	Sell	91,715 -640	-0.7%	-$41.7K	0.4%	64
2021 Q1	$5.83M	Buy	+92,355	New	+$5.75M	0.82%	46

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

CSM Advisors's BMY Position: Q2 2026 in Review

CSM Advisors reduced its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, selling an estimated $31.3K and leaving 4,380 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #398.

CSM Advisors first reported a position in BMY in Q1 2021 and has held it in 9 quarters since. The position peaked at $17.7M in Q2 2025. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CSM Advisors held 4,380 shares of Bristol-Myers Squibb worth $252K as of Q2 2026.
CSM Advisors sold 545 Bristol-Myers Squibb shares in Q2 2026, an estimated $31.3K.
Bristol-Myers Squibb made up 0.01% of CSM Advisors's portfolio in Q2 2026, its #398 holding.
CSM Advisors first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 9 quarters since.
CSM Advisors's Bristol-Myers Squibb position peaked at $17.7M in Q2 2025.
2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.