Excelsior Advisor Network’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.03M Buy
69,858
+66,153
+1,786% +$3.8M 0.53% 45
2026
Q1
$225K Sell
3,705
-170
-4% -$9.91K 0.09% 196
2025
Q4
$209K Buy
+3,875
New +$186K 0.1% 158

Other funds holding BMY

Excelsior Advisor Network's BMY Position: Q2 2026 in Review

Excelsior Advisor Network increased its Bristol-Myers Squibb (BMY) stake by 1,786% in Q2 2026, buying an estimated $3.8M and bringing the position to 69,858 shares worth $4.03M. The position accounts for 0.53% of the portfolio, ranked #45.

Excelsior Advisor Network first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Excelsior Advisor Network held 69,858 shares of Bristol-Myers Squibb worth $4.03M as of Q2 2026.
  • Excelsior Advisor Network bought 66,153 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.8M.
  • Bristol-Myers Squibb made up 0.53% of Excelsior Advisor Network's portfolio in Q2 2026, its #45 holding.
  • Excelsior Advisor Network first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.