Fulcrum Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Fulcrum Asset Management’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	$578K	Sell	9,865 -2,114	-18%	-$121K	0.06%	263
2026 Q1	$716K	Buy	11,979 +969	+9%	+$56.5K	0.11%	117
2025 Q4	$597K	Sell	11,010 -326	-3%	-$15.7K	0.17%	87
2025 Q3	$511K	Sell	11,336 -314	-3%	-$14.7K	0.14%	92
2025 Q2	$539K	Buy	+11,650	New	+$572K	0.15%	99
2022 Q1	–	Hold	0	–	–	–	96
2021 Q4	–	Hold	0	–	–	–	42
2021 Q3	–	Hold	0	–	–	–	42
2021 Q2	–	Hold	0	–	–	–	18
2021 Q1	–	Hold	0	–	–	–	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

Fulcrum Asset Management's BMY Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $121K and leaving 9,865 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #263.

Fulcrum Asset Management first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Fulcrum Asset Management held 9,865 shares of Bristol-Myers Squibb worth $578K as of Q2 2026.
Fulcrum Asset Management sold 2,114 Bristol-Myers Squibb shares in Q2 2026, an estimated $121K.
Bristol-Myers Squibb made up 0.06% of Fulcrum Asset Management's portfolio in Q2 2026, its #263 holding.
Fulcrum Asset Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Bristol-Myers Squibb position peaked at $716K in Q1 2026.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.