Harbour Investments’s Bristol-Myers Squibb BMY Stock Holding History

Harbour Investments’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	$2.89M	Sell	50,112 -2,073	-4%	-$119K	0.04%	431
2026 Q1	$3.16M	Buy	52,185 +19,240	+58%	+$1.12M	0.05%	355
2025 Q4	$1.78M	Sell	32,945 -2	-0%	-$96	0.04%	429
2025 Q3	$1.49M	Buy	32,947 +3,555	+12%	+$166K	0.03%	440
2025 Q2	$1.36M	Sell	29,392 -892	-3%	-$43.8K	0.03%	426
2025 Q1	$1.85M	Buy	30,284 +982	+3%	+$57.2K	0.05%	316
2024 Q4	$1.66M	Buy	29,302 +235	+0.8%	+$13.1K	0.05%	334
2024 Q3	$1.5M	Buy	29,067 +1,011	+4%	+$47.4K	0.05%	347
2024 Q2	$1.17M	Buy	28,056 +1,690	+6%	+$75.6K	0.04%	385
2024 Q1	$1.43M	Buy	26,366 +2,550	+11%	+$130K	0.05%	331
2023 Q4	$1.22M	Sell	23,816 -2,452	-9%	-$129K	0.05%	316
2023 Q3	$1.52M	Sell	26,268 -1,755	-6%	-$108K	0.08%	251
2023 Q2	$1.79M	Buy	28,023 +1,090	+4%	+$73.1K	0.09%	224
2023 Q1	$1.87M	Buy	26,933 +1,438	+6%	+$101K	0.1%	192
2022 Q4	$1.83M	Buy	25,495 +5,988	+31%	+$452K	0.11%	184
2022 Q3	$1.5M	Hold	19,507	–	–	0.1%	192
2022 Q2	$1.5M	Buy	+19,507	New	+$1.49M	0.1%	192
2021 Q4	$1.19M	Sell	19,059 -27,209	-59%	-$1.6M	0.07%	264
2021 Q3	$2.74M	Sell	46,268 -18,138	-28%	-$1.19M	0.09%	206
2021 Q2	$4.3M	Buy	64,406 +4,531	+8%	+$295K	0.14%	138
2021 Q1	$3.78M	Buy	+59,875	New	+$3.73M	0.14%	144

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 $3.38T AUM 44.17% 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

Harbour Investments's BMY Position: Q2 2026 in Review

Harbour Investments reduced its Bristol-Myers Squibb (BMY) stake by 4% in Q2 2026, selling an estimated $119K and leaving 50,112 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #431.

Harbour Investments first reported a position in BMY in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.3M in Q2 2021. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Harbour Investments held 50,112 shares of Bristol-Myers Squibb worth $2.89M as of Q2 2026.
Harbour Investments sold 2,073 Bristol-Myers Squibb shares in Q2 2026, an estimated $119K.
Bristol-Myers Squibb made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #431 holding.
Harbour Investments first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's Bristol-Myers Squibb position peaked at $4.3M in Q2 2021.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.