DecisionPoint Financial’s Bristol-Myers Squibb BMY Stock Holding History

DecisionPoint Financial’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	$1.35K	Buy	24 +19	+380%	+$1.09K	﹤0.01%	383
2026 Q1	$304	Sell	5 -100	-95%	-$5.83K	﹤0.01%	566
2025 Q4	$5.66K	Buy	105 +100	+2,000%	+$4.81K	﹤0.01%	238
2025 Q3	$238	Hold	5	–	–	﹤0.01%	602
2025 Q2	$238	Sell	5 -500	-99%	-$24.5K	﹤0.01%	586
2025 Q1	$30.8K	Hold	505	–	–	0.01%	104
2024 Q4	$28.6K	Hold	505	–	–	0.01%	104
2024 Q3	$26.1K	Hold	505	–	–	0.01%	110
2024 Q2	$24K	Hold	505	–	–	0.01%	116
2024 Q1	$22.6K	Sell	505 -652	-56%	-$33.2K	0.01%	115
2023 Q4	$59.4K	Hold	1,157	–	–	0.03%	66
2023 Q3	$67.2K	Sell	1,157 -348	-23%	-$21.3K	0.04%	52
2023 Q2	$96.2K	Hold	1,505	–	–	0.05%	40
2023 Q1	$104K	Hold	1,505	–	–	0.06%	36
2022 Q4	$108K	Buy	+1,505	New	+$113K	0.07%	33

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

DecisionPoint Financial's BMY Position: Q2 2026 in Review

DecisionPoint Financial increased its Bristol-Myers Squibb (BMY) stake by 380% in Q2 2026, buying an estimated $1.09K and bringing the position to 24 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

DecisionPoint Financial first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $108K in Q4 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

DecisionPoint Financial held 24 shares of Bristol-Myers Squibb worth $1.35K as of Q2 2026.
DecisionPoint Financial bought 19 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.09K.
Bristol-Myers Squibb made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #383 holding.
DecisionPoint Financial first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Bristol-Myers Squibb position peaked at $108K in Q4 2022.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.