EFG
BMY icon

Ethos Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Ethos Financial 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 		$227K Buy
3,559
+127
+4% +$7.29K 0.02% 543
2026
Q1 		$211K Buy
+3,432
New +$200K 0.02% 481
2025
Q1 		– Sell
-933
Closed -$52.8K – 451
2024
Q4 		$52.8K Buy
+933
New +$52.1K 0.01% 340

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

Ethos Financial Group's BMY Position: Q2 2026 in Review

Ethos Financial Group increased its Bristol-Myers Squibb (BMY) stake by 3.7% in Q2 2026, buying an estimated $7.29K and bringing the position to 3,559 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #543.

Ethos Financial Group first reported a position in BMY in Q4 2024 and has held it in 3 quarters since. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Ethos Financial Group held 3,559 shares of Bristol-Myers Squibb worth $227K as of Q2 2026.
  • Ethos Financial Group bought 127 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.29K.
  • Bristol-Myers Squibb made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #543 holding.
  • Ethos Financial Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 3 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.