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Foundations Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Foundations Investment 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 		$2.41M Buy
41,842
+12,918
+45% +$742K 0.02% 363
2026
Q1 		$1.75M Buy
28,924
+8,145
+39% +$475K 0.02% 400
2025
Q4 		$1.12M Buy
20,779
+7,447
+56% +$358K 0.01% 483
2025
Q3 		$601K Sell
13,332
-2,302
-15% -$108K 0.01% 609
2025
Q2 		$724K Sell
15,634
-1,147
-7% -$56.3K 0.01% 498
2025
Q1 		$1.02M Buy
16,781
+1,429
+9% +$83.3K 0.02% 402
2024
Q4 		$868K Buy
15,352
+265
+2% +$14.8K 0.02% 429
2024
Q3 		$781K Sell
15,087
-55,152
-79% -$2.59M 0.02% 409
2024
Q2 		$2.92M Buy
70,239
+9,934
+16% +$445K 0.07% 201
2024
Q1 		$3.27M Buy
60,305
+1,791
+3% +$91.2K 0.09% 184
2023
Q4 		$2.85M Buy
58,514
+5,315
+10% +$279K 0.08% 190
2023
Q3 		$3.09M Buy
53,199
+6,436
+14% +$394K 0.1% 163
2023
Q2 		$2.99M Sell
46,763
-4,683
-9% -$314K 0.1% 149
2023
Q1 		$3.57M Buy
51,446
+14,800
+40% +$1.04M 0.13% 110
2022
Q4 		$2.64M Buy
36,646
+22,209
+154% +$1.67M 0.1% 103
2022
Q3 		$1.03M Buy
14,437
+4,419
+44% +$321K 0.04% 170
2022
Q2 		$764K Buy
10,018
+5,853
+141% +$446K 0.03% 175
2022
Q1 		$323K Sell
4,165
-604
-13% -$40.6K 0.01% 260
2021
Q4 		$309K Sell
4,769
-81
-2% -$4.75K 0.01% 270
2021
Q3 		$287K Buy
4,850
+172
+4% +$11.3K 0.01% 259
2021
Q2 		$314K Buy
+4,678
New +$305K 0.02% 228

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's BMY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 45% in Q2 2026, buying an estimated $742K and bringing the position to 41,842 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #363.

Foundations Investment Advisors first reported a position in BMY in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.57M in Q1 2023. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Foundations Investment Advisors held 41,842 shares of Bristol-Myers Squibb worth $2.41M as of Q2 2026.
  • Foundations Investment Advisors bought 12,918 Bristol-Myers Squibb shares in Q2 2026, an estimated $742K.
  • Bristol-Myers Squibb made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • Foundations Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Bristol-Myers Squibb position peaked at $3.57M in Q1 2023.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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