CFO
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CVA Family Office’s Bristol-Myers Squibb BMY Stock Holding History

CVA Family Office’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 		$536K Sell
9,306
-563
-6% -$32.3K 0.05% 192
2026
Q1 		$599K Buy
9,869
+1,448
+17% +$84.4K 0.06% 172
2025
Q4 		$454K Sell
8,421
-538
-6% -$25.9K 0.05% 184
2025
Q3 		$404K Buy
8,959
+223
+3% +$10.4K 0.05% 197
2025
Q2 		$404K Sell
8,736
-733
-8% -$36K 0.06% 191
2025
Q1 		$578K Buy
9,469
+60
+0.6% +$3.5K 0.09% 146
2024
Q4 		$532K Buy
9,409
+685
+8% +$38.3K 0.08% 152
2024
Q3 		$451K Buy
8,724
+731
+9% +$34.3K 0.07% 161
2024
Q2 		$332K Buy
7,993
+1,229
+18% +$55K 0.06% 177
2024
Q1 		$367K Buy
6,764
+3,714
+122% +$189K 0.07% 176
2023
Q4 		$156K Sell
3,050
-507
-14% -$26.6K 0.03% 267
2023
Q3 		$206K Sell
3,557
-445
-11% -$27.3K 0.05% 216
2023
Q2 		$256K Buy
4,002
+45
+1% +$3.02K 0.05% 188
2023
Q1 		$274K Sell
3,957
-465
-11% -$32.8K 0.06% 180
2022
Q4 		$318K Sell
4,422
-307
-6% -$23.1K 0.08% 147
2022
Q3 		$336K Sell
4,729
-422
-8% -$30.6K 0.09% 129
2022
Q2 		$397K Buy
5,151
+252
+5% +$19.2K 0.11% 107
2022
Q1 		$358K Buy
4,899
+753
+18% +$50.6K 0.09% 123
2021
Q4 		$258K Buy
4,146
+2,343
+130% +$137K 0.06% 150
2021
Q3 		$109K Sell
1,803
-2,277
-56% -$150K 0.08% 118
2021
Q2 		$273K Buy
4,080
+927
+29% +$60.4K 0.08% 131
2021
Q1 		$199K Buy
3,153
+223
+8% +$13.9K 0.08% 120
2020
Q4 		$182K Buy
2,930
+1,127
+63% +$69.3K 0.11% 100
2020
Q3 		$109K Buy
1,803
+713
+65% +$42.9K 0.08% 118
2020
Q2 		$64K Buy
1,090
+590
+118% +$35.3K 0.05% 143
2020
Q1 		$28K Buy
+500
New +$30.6K 0.03% 178

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CVA Family Office's BMY Position: Q2 2026 in Review

CVA Family Office reduced its Bristol-Myers Squibb (BMY) stake by 5.7% in Q2 2026, selling an estimated $32.3K and leaving 9,306 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #192.

CVA Family Office first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. The position peaked at $599K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • CVA Family Office held 9,306 shares of Bristol-Myers Squibb worth $536K as of Q2 2026.
  • CVA Family Office sold 563 Bristol-Myers Squibb shares in Q2 2026, an estimated $32.3K.
  • Bristol-Myers Squibb made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #192 holding.
  • CVA Family Office first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's Bristol-Myers Squibb position peaked at $599K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.