Eaton Financial Holdings’s Bristol-Myers Squibb BMY Stock Holding History

Eaton Financial Holdings’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	$914K	Buy	15,864 +4,140	+35%	+$238K	0.25%	67
2026 Q1	$711K	Buy	11,724 +492	+4%	+$28.7K	0.23%	79
2025 Q4	$606K	Buy	11,232 +1,903	+20%	+$91.5K	0.16%	91
2025 Q3	$421K	Buy	9,329 +2,758	+42%	+$129K	0.12%	102
2025 Q2	$304K	Buy	+6,571	New	+$323K	0.09%	101
2023 Q4	–	Sell	-5,476	Closed	-$318K	–	157
2023 Q3	$318K	Buy	5,476 +950	+21%	+$58.2K	0.09%	144
2023 Q2	$289K	Sell	4,526 -675	-13%	-$45.3K	0.22%	47
2023 Q1	$360K	Sell	5,201 -190	-4%	-$13.4K	0.28%	41
2022 Q4	$388K	Buy	+5,391	New	+$406K	0.33%	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

Eaton Financial Holdings's BMY Position: Q2 2026 in Review

Eaton Financial Holdings increased its Bristol-Myers Squibb (BMY) stake by 35% in Q2 2026, buying an estimated $238K and bringing the position to 15,864 shares worth $914K. The position accounts for 0.25% of the portfolio, ranked #67.

Eaton Financial Holdings first reported a position in BMY in Q4 2022 and has held it in 9 quarters since. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Eaton Financial Holdings held 15,864 shares of Bristol-Myers Squibb worth $914K as of Q2 2026.
Eaton Financial Holdings bought 4,140 Bristol-Myers Squibb shares in Q2 2026, an estimated $238K.
Bristol-Myers Squibb made up 0.25% of Eaton Financial Holdings's portfolio in Q2 2026, its #67 holding.
Eaton Financial Holdings first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 9 quarters since.
2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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