FORA Capital’s Bristol-Myers Squibb BMY Stock Holding History

FORA Capital’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	$842K	Buy	+14,625	New	+$840K	0.06%	228
2026 Q1	–	Sell	-25,659	Closed	-$1.38M	–	442
2025 Q4	$1.38M	Sell	25,659 -1,867	-7%	-$89.8K	0.17%	155
2025 Q3	$1.24M	Buy	+27,526	New	+$1.29M	0.22%	119
2024 Q1	–	Sell	-158,843	Closed	-$8.15M	–	417
2023 Q4	$8.15M	Buy	158,843 +122,679	+339%	+$6.44M	0.7%	37
2023 Q3	$2.1M	Sell	36,164 -44,418	-55%	-$2.72M	0.18%	151
2023 Q2	$5.15M	Sell	80,582 -32,199	-29%	-$2.16M	0.73%	36
2023 Q1	$7.82M	Buy	112,781 +103,336	+1,094%	+$7.29M	0.78%	28
2022 Q4	$680K	Buy	+9,445	New	+$712K	0.11%	223
2022 Q3	–	Sell	-48,886	Closed	-$3.76M	–	421
2022 Q2	$3.76M	Buy	+48,886	New	+$3.72M	0.75%	25
2021 Q4	–	Sell	-14,034	Closed	-$830K	–	319
2021 Q3	$830K	Sell	14,034 -35,467	-72%	-$2.34M	0.21%	139
2021 Q2	$3.31M	Buy	49,501 +37,569	+315%	+$2.45M	0.62%	30
2021 Q1	$753K	Buy	+11,932	New	+$742K	0.25%	96
2020 Q2	–	Sell	-41,408	Closed	-$2.31M	–	913
2020 Q1	$2.31M	Buy	+41,408	New	+$2.53M	0.5%	34

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

FORA Capital's BMY Position: Q2 2026 in Review

FORA Capital opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 14,625 shares worth $842K. The stake represents 0.06% of the portfolio and ranks #228 among its holdings. This is a return to the name: FORA Capital previously reported a position in BMY as recently as Q4 2025.

FORA Capital first reported a position in BMY in Q1 2020 and has held it in 13 quarters since. The position peaked at $8.15M in Q4 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

FORA Capital held 14,625 shares of Bristol-Myers Squibb worth $842K as of Q2 2026.
Bristol-Myers Squibb was a new FORA Capital position in Q2 2026.
Bristol-Myers Squibb made up 0.06% of FORA Capital's portfolio in Q2 2026, its #228 holding.
FORA Capital first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 13 quarters since.
FORA Capital's Bristol-Myers Squibb position peaked at $8.15M in Q4 2023.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.