Financial Engines Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Financial Engines 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	$526K	Buy	+9,130	New	+$524K	﹤0.01%	396
2024 Q1	–	Sell	-7,124	Closed	-$366K	–	335
2023 Q4	$366K	Buy	7,124 +2,980	+72%	+$156K	﹤0.01%	254
2023 Q3	$241K	Buy	+4,144	New	+$254K	﹤0.01%	263
2023 Q1	–	Sell	-3,428	Closed	-$247K	–	288
2022 Q4	$247K	Sell	3,428 -421	-11%	-$31.7K	﹤0.01%	260
2022 Q3	$273K	Sell	3,849 -489	-11%	-$35.5K	﹤0.01%	249
2022 Q2	$335K	Sell	4,338 -331	-7%	-$25.2K	﹤0.01%	238
2022 Q1	$343K	Buy	4,669 +1,111	+31%	+$74.6K	﹤0.01%	236
2021 Q4	$222K	Sell	3,558 -893	-20%	-$52.4K	﹤0.01%	257
2021 Q3	$265K	Sell	4,451 -318	-7%	-$20.9K	﹤0.01%	232
2021 Q2	$319K	Sell	4,769 -1,627	-25%	-$106K	﹤0.01%	171
2021 Q1	$406K	Buy	6,396 +2,087	+48%	+$130K	﹤0.01%	178
2020 Q4	$269K	Buy	+4,309	New	+$265K	﹤0.01%	218
2018 Q4	–	Sell	-105	Closed	-$7K	–	115
2018 Q3	$7K	Buy	105 +2	+2%	+$119	﹤0.01%	104
2018 Q2	$6K	Buy	+103	New	+$5.56K	﹤0.01%	105
2018 Q1	–	Sell	-17	Closed	-$1K	–	143
2017 Q4	$1K	Buy	+17	New	+$1.06K	﹤0.01%	170
2017 Q1	–	Sell	-101	Closed	-$6K	–	109
2016 Q4	$6K	Buy	+101	New	+$5.52K	﹤0.01%	68

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's BMY Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 9,130 shares worth $526K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in BMY as recently as Q4 2023.

Financial Engines Advisors first reported a position in BMY in Q4 2016 and has held it in 16 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Financial Engines Advisors held 9,130 shares of Bristol-Myers Squibb worth $526K as of Q2 2026.
Bristol-Myers Squibb was a new Financial Engines Advisors position in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #396 holding.
Financial Engines Advisors first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 16 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.