Fiduciary Alliance’s Bristol-Myers Squibb BMY Stock Holding History

Fiduciary Alliance’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	$509K	Buy	8,832 +18	+0.2%	+$1.03K	0.03%	362
2026 Q1	$510K	Sell	8,814 -482	-5%	-$28.1K	0.03%	371
2025 Q4	$501K	Sell	9,296 -4,334	-32%	-$208K	0.03%	343
2025 Q3	$615K	Buy	13,630 +471	+4%	+$22K	0.04%	308
2025 Q2	$609K	Buy	13,159 +8,912	+210%	+$437K	0.05%	295
2025 Q1	$259K	Sell	4,247 -228	-5%	-$13.3K	0.03%	336
2024 Q4	$253K	Buy	+4,475	New	+$250K	0.03%	310
2023 Q3	–	Sell	-300	Closed	-$19.2K	–	259
2023 Q2	$19.2K	Buy	+300	New	+$20.1K	﹤0.01%	462

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fiduciary Alliance's BMY Position: Q2 2026 in Review

Fiduciary Alliance increased its Bristol-Myers Squibb (BMY) stake by 0.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 8,832 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #362.

Fiduciary Alliance first reported a position in BMY in Q2 2023 and has held it in 8 quarters since. The position peaked at $615K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fiduciary Alliance held 8,832 shares of Bristol-Myers Squibb worth $509K as of Q2 2026.
Fiduciary Alliance bought 18 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.03K.
Bristol-Myers Squibb made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #362 holding.
Fiduciary Alliance first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 8 quarters since.
Fiduciary Alliance's Bristol-Myers Squibb position peaked at $615K in Q3 2025.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.