Financial Security Advisor’s Bristol-Myers Squibb BMY Stock Holding History

Financial Security Advisor’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	-4,362	Closed	-$265K	–	164
2026 Q1	$265K	Sell	4,362 -87	-2%	-$5.07K	0.05%	136
2025 Q4	$240K	Sell	4,449 -315	-7%	-$15.2K	0.05%	139
2025 Q3	$215K	Buy	4,764 +23	+0.5%	+$1.07K	0.05%	134
2025 Q2	$219K	Buy	4,741 +335	+8%	+$16.4K	0.05%	119
2025 Q1	$269K	Buy	4,406 +28	+0.6%	+$1.63K	0.07%	95
2024 Q4	$248K	Buy	4,378 +107	+3%	+$5.98K	0.06%	98
2024 Q3	$221K	Buy	+4,271	New	+$200K	0.06%	105
2024 Q2	–	Sell	-4,439	Closed	-$241K	–	114
2024 Q1	$241K	Buy	4,439 +141	+3%	+$7.18K	0.08%	91
2023 Q4	$221K	Sell	4,298 -19	-0.4%	-$997	0.09%	90
2023 Q3	$251K	Buy	+4,317	New	+$265K	0.12%	82

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 Security Advisor's BMY Position: Q2 2026 in Review

Financial Security Advisor sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,362 shares — an estimated $265K sold.

Financial Security Advisor first reported a position in BMY in Q3 2023 and held it in 10 quarters. The position peaked at $269K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Financial Security Advisor reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Financial Security Advisor sold 4,362 Bristol-Myers Squibb shares in Q2 2026, an estimated $265K.
Financial Security Advisor first reported a position in Bristol-Myers Squibb in Q3 2023 and held it in 10 quarters.
Financial Security Advisor's Bristol-Myers Squibb position peaked at $269K in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.