Envestnet Portfolio Solutions
BMY icon

Envestnet Portfolio Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Envestnet Portfolio Solutions’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 		$6.25M Buy
108,514
+22,399
+26% +$1.29M 0.03% 289
2026
Q1 		$5.22M Sell
86,115
-14,036
-14% -$818K 0.03% 283
2025
Q4 		$5.4M Buy
100,151
+514
+0.5% +$24.7K 0.02% 349
2025
Q3 		$4.49M Sell
99,637
-10,471
-10% -$489K 0.02% 371
2025
Q2 		$5.1M Sell
110,108
-65,123
-37% -$3.2M 0.02% 356
2025
Q1 		$10.7M Sell
175,231
-66,286
-27% -$3.86M 0.04% 219
2024
Q4 		$13.7M Buy
241,517
+31,884
+15% +$1.78M 0.04% 199
2024
Q3 		$10.8M Buy
209,633
+2,924
+1% +$137K 0.04% 233
2024
Q2 		$8.58M Buy
206,709
+18,741
+10% +$839K 0.03% 259
2024
Q1 		$10.2M Buy
187,968
+49,342
+36% +$2.51M 0.04% 227
2023
Q4 		$7.11M Buy
138,626
+61,119
+79% +$3.21M 0.03% 255
2023
Q3 		$4.5M Buy
+77,507
New +$4.75M 0.02% 332

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

Envestnet Portfolio Solutions's BMY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, buying an estimated $1.29M and bringing the position to 108,514 shares worth $6.25M. The position accounts for 0.03% of the portfolio, ranked #289.

Envestnet Portfolio Solutions first reported a position in BMY in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2024. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Envestnet Portfolio Solutions held 108,514 shares of Bristol-Myers Squibb worth $6.25M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 22,399 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.29M.
  • Bristol-Myers Squibb made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #289 holding.
  • Envestnet Portfolio Solutions first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Bristol-Myers Squibb position peaked at $13.7M in Q4 2024.
  • 2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.