HIA
BMY icon

Harvest Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Harvest Investment 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 		$2.11M Sell
36,535
-165
-0.4% -$9.47K 1.04% 33
2026
Q1 		$2.23M Sell
36,700
-70
-0.2% -$4.08K 1.24% 27
2025
Q4 		$1.98M Buy
36,770
+4,945
+16% +$238K 1.12% 33
2025
Q3 		$1.44M Buy
31,825
+2,220
+7% +$104K 0.84% 46
2025
Q2 		$1.37M Buy
29,605
+330
+1% +$16.2K 0.88% 47
2025
Q1 		$1.79M Sell
29,275
-145
-0.5% -$8.45K 1.29% 26
2024
Q4 		$1.66M Sell
29,420
-835
-3% -$46.7K 1.15% 27
2024
Q3 		$1.57M Buy
30,255
+1,075
+4% +$50.4K 1.07% 33
2024
Q2 		$1.21M Buy
29,180
+1,387
+5% +$62.1K 0.89% 46
2024
Q1 		$1.51M Buy
27,793
+5,534
+25% +$282K 1.13% 33
2023
Q4 		$1.14M Buy
22,259
+798
+4% +$41.9K 0.92% 48
2023
Q3 		$1.25M Buy
21,461
+364
+2% +$22.3K 1.12% 37
2023
Q2 		$1.35M Sell
21,097
-30
-0.1% -$2.01K 1.16% 33
2023
Q1 		$1.46M Buy
21,127
+60
+0.3% +$4.23K 1.3% 21
2022
Q4 		$1.52M Buy
+21,067
New +$1.59M 1.42% 19

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 $3.37T AUM 44.26% 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

Harvest Investment Advisors's BMY Position: Q2 2026 in Review

Harvest Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.45% in Q2 2026, selling an estimated $9.47K and leaving 36,535 shares worth $2.11M. The position accounts for 1.04% of the portfolio, ranked #33.

Harvest Investment Advisors first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Harvest Investment Advisors held 36,535 shares of Bristol-Myers Squibb worth $2.11M as of Q2 2026.
  • Harvest Investment Advisors sold 165 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.47K.
  • Bristol-Myers Squibb made up 1.04% of Harvest Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Harvest Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
  • Harvest Investment Advisors's Bristol-Myers Squibb position peaked at $2.23M in Q1 2026.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.