Empirical Finance’s Bristol-Myers Squibb BMY Stock Holding History

Empirical Finance’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	$4.2M	Buy	72,834 +2,349	+3%	+$135K	0.17%	109
2026 Q1	$4.27M	Sell	70,485 -150	-0.2%	-$8.74K	0.2%	100
2025 Q4	$3.81M	Sell	70,635 -3,120	-4%	-$150K	0.18%	107
2025 Q3	$3.33M	Buy	73,755 +703	+1%	+$32.8K	0.16%	127
2025 Q2	$3.38M	Buy	73,052 +440	+0.6%	+$21.6K	0.18%	116
2025 Q1	$4.43M	Buy	72,612 +1,009	+1%	+$58.8K	0.27%	82
2024 Q4	$4.05M	Sell	71,603 -1,073	-1%	-$60K	0.23%	82
2024 Q3	$3.76M	Buy	72,676 +1,366	+2%	+$64.1K	0.22%	92
2024 Q2	$2.96M	Sell	71,310 -5,932	-8%	-$265K	0.19%	104
2024 Q1	$4.19M	Buy	77,242 +2,429	+3%	+$124K	0.26%	84
2023 Q4	$3.84M	Buy	74,813 +94	+0.1%	+$4.93K	0.27%	81
2023 Q3	$4.34M	Buy	74,719 +6,375	+9%	+$391K	0.32%	62
2023 Q2	$4.37M	Buy	68,344 +7,615	+13%	+$511K	0.34%	61
2023 Q1	$4.21M	Buy	60,729 +2,994	+5%	+$211K	0.39%	53
2022 Q4	$4.15M	Buy	57,735 +4,392	+8%	+$331K	0.43%	48
2022 Q3	$3.79M	Buy	53,343 +8,207	+18%	+$595K	0.45%	45
2022 Q2	$3.48M	Buy	45,136 +2,340	+5%	+$178K	0.44%	45
2022 Q1	$3.13M	Buy	42,796 +4,644	+12%	+$312K	0.35%	58
2021 Q4	$2.38M	Buy	38,152 +10,041	+36%	+$589K	0.28%	67
2021 Q3	$1.66M	Buy	28,111 +1,560	+6%	+$103K	0.25%	76
2021 Q2	$1.77M	Buy	26,551 +3,670	+16%	+$239K	0.29%	66
2021 Q1	$1.42M	Hold	22,881	–	–	0.25%	104
2020 Q4	$1.42M	Buy	22,881 +4,025	+21%	+$247K	0.25%	104
2020 Q3	$1.14M	Buy	18,856 +4,398	+30%	+$265K	0.24%	107
2020 Q2	$850K	Buy	14,458 +1,984	+16%	+$119K	0.22%	113
2020 Q1	$695K	Buy	12,474 +4,939	+66%	+$302K	0.22%	106
2019 Q4	$484K	Buy	+7,535	New	+$432K	0.12%	140
2017 Q1	–	Sell	-727	Closed	-$43K	–	152
2016 Q4	$43K	Buy	+727	New	+$39.7K	0.03%	115

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

Empirical Finance's BMY Position: Q2 2026 in Review

Empirical Finance increased its Bristol-Myers Squibb (BMY) stake by 3.3% in Q2 2026, buying an estimated $135K and bringing the position to 72,834 shares worth $4.2M. The position accounts for 0.17% of the portfolio, ranked #109.

Empirical Finance first reported a position in BMY in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.43M in Q1 2025. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Empirical Finance held 72,834 shares of Bristol-Myers Squibb worth $4.2M as of Q2 2026.
Empirical Finance bought 2,349 Bristol-Myers Squibb shares in Q2 2026, an estimated $135K.
Bristol-Myers Squibb made up 0.17% of Empirical Finance's portfolio in Q2 2026, its #109 holding.
Empirical Finance first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 28 quarters since.
Empirical Finance's Bristol-Myers Squibb position peaked at $4.43M in Q1 2025.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.