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Great Valley Advisor Group’s Bristol-Myers Squibb BMY Stock Holding History

Great Valley Advisor Group’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 		$789K Buy
13,687
+2,513
+22% +$144K 0.01% 594
2026
Q1 		$678K Buy
11,174
+426
+4% +$24.8K 0.01% 595
2025
Q4 		$580K Buy
10,748
+551
+5% +$26.5K 0.01% 592
2025
Q3 		$460K Sell
10,197
-22,745
-69% -$1.06M 0.01% 645
2025
Q2 		$1.52M Sell
32,942
-2,434
-7% -$119K 0.03% 369
2025
Q1 		$2.16M Buy
35,376
+1,173
+3% +$68.4K 0.05% 300
2024
Q4 		$1.93M Sell
34,203
-767
-2% -$42.9K 0.04% 325
2024
Q3 		$1.81M Buy
34,970
+3,471
+11% +$163K 0.04% 324
2024
Q2 		$1.31M Sell
31,499
-61,339
-66% -$2.74M 0.04% 341
2024
Q1 		$5.03M Buy
92,838
+46,527
+100% +$2.37M 0.15% 147
2023
Q4 		$2.38M Buy
46,311
+30,734
+197% +$1.61M 0.08% 217
2023
Q3 		$904K Sell
15,577
-1,313
-8% -$80.5K 0.04% 332
2023
Q2 		$1.08M Sell
16,890
-538
-3% -$36.1K 0.05% 304
2023
Q1 		$1.21M Buy
17,428
+1,399
+9% +$98.7K 0.06% 283
2022
Q4 		$1.15M Buy
16,029
+1,341
+9% +$101K 0.06% 305
2022
Q3 		$1.04M Sell
14,688
-1,694
-10% -$123K 0.06% 300
2022
Q2 		$1.26M Buy
16,382
+8,823
+117% +$672K 0.07% 271
2022
Q1 		$537K Buy
7,559
+526
+7% +$35.3K 0.03% 368
2021
Q4 		$435K Sell
7,033
-478
-6% -$28K 0.03% 413
2021
Q3 		$445K Sell
7,511
-620
-8% -$40.8K 0.03% 388
2021
Q2 		$537K Sell
8,131
-50
-0.6% -$3.26K 0.04% 335
2021
Q1 		$517K Sell
8,181
-167
-2% -$10.4K 0.05% 297
2020
Q4 		$518K Buy
8,348
+337
+4% +$20.7K 0.05% 273
2020
Q3 		$483K Buy
8,011
+663
+9% +$39.9K 0.06% 254
2020
Q2 		$432K Sell
7,348
-100
-1% -$5.98K 0.07% 255
2020
Q1 		$415K Sell
7,448
-14
-0.2% -$856 0.11% 196
2019
Q4 		$479K Buy
7,462
+2,906
+64% +$166K 0.11% 208
2019
Q3 		$231K Buy
4,556
+9
+0.2% +$423 0.06% 307
2019
Q2 		$207K Buy
+4,547
New +$212K 0.05% 317

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

Great Valley Advisor Group's BMY Position: Q2 2026 in Review

Great Valley Advisor Group increased its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, buying an estimated $144K and bringing the position to 13,687 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #594.

Great Valley Advisor Group first reported a position in BMY in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.03M in Q1 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Great Valley Advisor Group held 13,687 shares of Bristol-Myers Squibb worth $789K as of Q2 2026.
  • Great Valley Advisor Group bought 2,513 Bristol-Myers Squibb shares in Q2 2026, an estimated $144K.
  • Bristol-Myers Squibb made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #594 holding.
  • Great Valley Advisor Group first reported a position in Bristol-Myers Squibb in Q2 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's Bristol-Myers Squibb position peaked at $5.03M in Q1 2024.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.