Financial Freedom LLC’s Bristol-Myers Squibb BMY Stock Holding History

Financial Freedom LLC’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	–	Sell	-409	Closed	-$24.8K	–	141
2026 Q1	$24.8K	Buy	409 +2	+0.5%	+$117	0.01%	215
2025 Q4	$21.9K	Buy	407 +2	+0.5%	+$96	0.01%	222
2025 Q3	$18.3K	Buy	405 +5	+1%	+$234	0.01%	239
2025 Q2	$18.5K	Buy	400 +3	+0.8%	+$147	0.01%	231
2025 Q1	$24.2K	Buy	397 +3	+0.8%	+$175	0.01%	213
2024 Q4	$22.3K	Buy	394 +3	+0.8%	+$168	0.01%	213
2024 Q3	$20.2K	Hold	391	–	–	0.01%	221
2024 Q2	$16.2K	Buy	391 +261	+201%	+$11.7K	0.01%	238
2024 Q1	$7.07K	Buy	130 +1	+0.8%	+$51	﹤0.01%	293
2023 Q4	$6.61K	Buy	129 +1	+0.8%	+$52	﹤0.01%	296
2023 Q3	$7.4K	Buy	128 +2	+2%	+$123	0.01%	295
2023 Q2	$8.08K	Buy	126 +1	+0.8%	+$67	0.01%	292
2023 Q1	$8.69K	Buy	125 +1	+0.8%	+$71	0.01%	283
2022 Q4	$8.95K	Buy	+124	New	+$9.35K	0.01%	276

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

Financial Freedom LLC's BMY Position: Q2 2026 in Review

Financial Freedom LLC sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 409 shares — an estimated $24.8K sold.

Financial Freedom LLC first reported a position in BMY in Q4 2022 and held it in 14 quarters. The position peaked at $24.8K in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Financial Freedom LLC reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 409 Bristol-Myers Squibb shares in Q2 2026, an estimated $24.8K.
Financial Freedom LLC first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Bristol-Myers Squibb position peaked at $24.8K in Q1 2026.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.