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Fiducient Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Fiducient Advisors’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 		$523K Buy
+9,085
New +$522K 0.08% 99
2025
Q3 		– Sell
-7,147
Closed -$331K – 158
2025
Q2 		$331K Sell
7,147
-3,914
-35% -$192K 0.04% 118
2025
Q1 		$675K Buy
11,061
+4,061
+58% +$237K 0.08% 85
2024
Q4 		$396K Buy
7,000
+73
+1% +$4.08K 0.05% 105
2024
Q3 		$358K Sell
6,927
-2,992
-30% -$140K 0.04% 108
2024
Q2 		$412K Sell
9,919
-2,333
-19% -$104K 0.06% 95
2024
Q1 		$664K Buy
+12,252
New +$624K 0.13% 67

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

Fiducient Advisors's BMY Position: Q2 2026 in Review

Fiducient Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 9,085 shares worth $523K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings. This is a return to the name: Fiducient Advisors previously reported a position in BMY as recently as Q2 2025.

Fiducient Advisors first reported a position in BMY in Q1 2024 and has held it in 7 quarters since. The position peaked at $675K in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Fiducient Advisors held 9,085 shares of Bristol-Myers Squibb worth $523K as of Q2 2026.
  • Bristol-Myers Squibb was a new Fiducient Advisors position in Q2 2026.
  • Bristol-Myers Squibb made up 0.08% of Fiducient Advisors's portfolio in Q2 2026, its #99 holding.
  • Fiducient Advisors first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 7 quarters since.
  • Fiducient Advisors's Bristol-Myers Squibb position peaked at $675K in Q1 2025.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.