Empower Advisory Group
BMY icon

Empower Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

Empower Advisory Group’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 		$392K Sell
6,799
-441
-6% -$25.3K ﹤0.01% 385
2026
Q1 		$439K Sell
7,240
-51
-0.7% -$2.97K ﹤0.01% 344
2025
Q4 		$393K Buy
7,291
+451
+7% +$21.7K ﹤0.01% 368
2025
Q3 		$308K Hold
6,840
– – ﹤0.01% 426
2025
Q2 		$317K Sell
6,840
-1,528
-18% -$75K ﹤0.01% 397
2025
Q1 		$510K Buy
8,368
+204
+2% +$11.9K ﹤0.01% 320
2024
Q4 		$462K Sell
8,164
-15
-0.2% -$838 ﹤0.01% 335
2024
Q3 		$423K Sell
8,179
-1,095
-12% -$51.4K ﹤0.01% 340
2024
Q2 		$385K Sell
9,274
-1,244
-12% -$55.7K ﹤0.01% 346
2024
Q1 		$570K Sell
10,518
-577
-5% -$29.4K ﹤0.01% 286
2023
Q4 		$569K Buy
11,095
+1,201
+12% +$63K ﹤0.01% 287
2023
Q3 		$574K Sell
9,894
-1,051
-10% -$64.4K ﹤0.01% 280
2023
Q2 		$700K Buy
10,945
+240
+2% +$16.1K ﹤0.01% 265
2023
Q1 		$746K Buy
+10,705
New +$755K ﹤0.01% 262

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 $3.37T AUM 44.26% 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

Empower Advisory Group's BMY Position: Q2 2026 in Review

Empower Advisory Group reduced its Bristol-Myers Squibb (BMY) stake by 6.1% in Q2 2026, selling an estimated $25.3K and leaving 6,799 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Empower Advisory Group first reported a position in BMY in Q1 2023 and has held it in 14 quarters since. The position peaked at $746K in Q1 2023. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Empower Advisory Group held 6,799 shares of Bristol-Myers Squibb worth $392K as of Q2 2026.
  • Empower Advisory Group sold 441 Bristol-Myers Squibb shares in Q2 2026, an estimated $25.3K.
  • Bristol-Myers Squibb made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #385 holding.
  • Empower Advisory Group first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Bristol-Myers Squibb position peaked at $746K in Q1 2023.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.