Golden State Equity Partners’s Bristol-Myers Squibb BMY Stock Holding History

Golden State Equity Partners’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	-2,105	Closed	-$128K	–	495
2026 Q1	$128K	Buy	+2,105	New	+$123K	0.01%	697
2024 Q4	–	Sell	-290	Closed	-$15K	–	501
2024 Q3	$15K	Buy	+290	New	+$13.6K	﹤0.01%	668
2023 Q4	–	Sell	-13,188	Closed	-$765K	–	363
2023 Q3	$765K	Buy	13,188 +10,839	+461%	+$664K	0.21%	118
2023 Q2	$150K	Sell	2,349 -5,249	-69%	-$352K	0.04%	356
2023 Q1	$527K	Buy	+7,598	New	+$536K	0.29%	93
2022 Q1	$1.43M	Buy	19,611 +12,900	+192%	+$866K	0.72%	35
2021 Q4	$418K	Buy	6,711 +408	+6%	+$23.9K	0.21%	101
2021 Q3	$373K	Sell	6,303 -11,640	-65%	-$767K	0.15%	138
2021 Q2	$1.2M	Buy	17,943 +2,604	+17%	+$170K	0.46%	51
2021 Q1	$968K	Buy	+15,339	New	+$954K	0.55%	52

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

Golden State Equity Partners's BMY Position: Q2 2026 in Review

Golden State Equity Partners sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 2,105 shares — an estimated $128K sold.

Golden State Equity Partners first reported a position in BMY in Q1 2021 and held it in 10 quarters. The position peaked at $1.43M in Q1 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Golden State Equity Partners reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2,105 Bristol-Myers Squibb shares in Q2 2026, an estimated $128K.
Golden State Equity Partners first reported a position in Bristol-Myers Squibb in Q1 2021 and held it in 10 quarters.
Golden State Equity Partners's Bristol-Myers Squibb position peaked at $1.43M in Q1 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.