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Empowered Funds’s Bristol-Myers Squibb BMY Stock Holding History

Empowered Funds’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 		$13.8M Sell
239,727
-104,786
-30% -$6.02M 0.07% 300
2026
Q1 		$20.9M Buy
+344,513
New +$20.1M 0.13% 150
2025
Q4 		– Sell
-124,937
Closed -$5.63M – 1113
2025
Q3 		$5.63M Sell
124,937
-91,210
-42% -$4.26M 0.06% 443
2025
Q2 		$10M Sell
216,147
-75,707
-26% -$3.72M 0.11% 199
2025
Q1 		$17.8M Sell
291,854
-2,089
-0.7% -$122K 0.25% 70
2024
Q4 		$16.6M Buy
293,943
+250,451
+576% +$14M 0.24% 67
2024
Q3 		$2.25M Sell
43,492
-5,331
-11% -$250K 0.04% 633
2024
Q2 		$2.03M Sell
48,823
-159,613
-77% -$7.14M 0.04% 607
2024
Q1 		$11.3M Buy
208,436
+35,802
+21% +$1.82M 0.2% 100
2023
Q4 		$8.86M Buy
172,634
+78,822
+84% +$4.14M 0.22% 91
2023
Q3 		$5.44M Buy
93,812
+54,233
+137% +$3.32M 0.16% 151
2023
Q2 		$2.53M Buy
39,579
+9,573
+32% +$642K 0.09% 323
2023
Q1 		$2.08M Buy
30,006
+6,480
+28% +$457K 0.12% 203
2022
Q4 		$1.69M Buy
23,526
+7,366
+46% +$555K 0.11% 196
2022
Q3 		$1.15M Buy
16,160
+3,210
+25% +$233K 0.11% 153
2022
Q2 		$997K Sell
12,950
-729
-5% -$55.5K 0.13% 169
2022
Q1 		$999K Buy
+13,679
New +$918K 0.11% 186
2021
Q4 		– Sell
-9,181
Closed -$543K – 252
2021
Q3 		$543K Buy
9,181
+4,062
+79% +$268K 0.07% 169
2021
Q2 		$340K Buy
+5,119
New +$334K 0.04% 185
2020
Q3 		– Sell
-20,099
Closed -$1.18M – 111
2020
Q2 		$1.18M Buy
+20,099
New +$1.2M 0.46% 95
2019
Q3 		– Sell
-46,376
Closed -$2.1M – 101
2019
Q2 		$2.1M Buy
+46,376
New +$2.16M 0.88% 40

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

Empowered Funds's BMY Position: Q2 2026 in Review

Empowered Funds reduced its Bristol-Myers Squibb (BMY) stake by 30% in Q2 2026, selling an estimated $6.02M and leaving 239,727 shares worth $13.8M. The position accounts for 0.07% of the portfolio, ranked #300.

Empowered Funds first reported a position in BMY in Q2 2019 and has held it in 21 quarters since. The position peaked at $20.9M in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Empowered Funds held 239,727 shares of Bristol-Myers Squibb worth $13.8M as of Q2 2026.
  • Empowered Funds sold 104,786 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.02M.
  • Bristol-Myers Squibb made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #300 holding.
  • Empowered Funds first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 21 quarters since.
  • Empowered Funds's Bristol-Myers Squibb position peaked at $20.9M in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.