Genesee Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Genesee Capital 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	$274K	Buy	4,750 +6	+0.1%	+$345	0.09%	139
2026 Q1	$288K	Sell	4,744 -32	-0.7%	-$1.86K	0.12%	112
2025 Q4	$258K	Sell	4,776 -92	-2%	-$4.43K	0.1%	113
2025 Q3	$220K	Sell	4,868 -292	-6%	-$13.6K	0.1%	111
2025 Q2	$239K	Sell	5,160 -381	-7%	-$18.7K	0.11%	107
2025 Q1	$338K	Buy	5,541 +340	+7%	+$19.8K	0.17%	93
2024 Q4	$294K	Buy	5,201 +60	+1%	+$3.35K	0.14%	103
2024 Q3	$266K	Buy	5,141 +7	+0.1%	+$328	0.13%	102
2024 Q2	$213K	Buy	5,134 +7	+0.1%	+$313	0.1%	114
2024 Q1	$278K	Buy	5,127 +56	+1%	+$2.85K	0.15%	92
2023 Q4	$260K	Buy	+5,071	New	+$266K	0.16%	87

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

Genesee Capital Advisors's BMY Position: Q2 2026 in Review

Genesee Capital Advisors increased its Bristol-Myers Squibb (BMY) stake by 0.13% in Q2 2026, buying an estimated $345 and bringing the position to 4,750 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #139.

Genesee Capital Advisors first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q1 2025. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Genesee Capital Advisors held 4,750 shares of Bristol-Myers Squibb worth $274K as of Q2 2026.
Genesee Capital Advisors bought 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
Bristol-Myers Squibb made up 0.09% of Genesee Capital Advisors's portfolio in Q2 2026, its #139 holding.
Genesee Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Genesee Capital Advisors's Bristol-Myers Squibb position peaked at $338K in Q1 2025.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.