Haven Private’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$293K Sell
5,087
-761
-13% -$43.7K 0.11% 141
2026
Q1
$355K Buy
5,848
+510
+10% +$29.7K 0.15% 126
2025
Q4
$288K Buy
5,338
+611
+13% +$29.4K 0.13% 136
2025
Q3
$213K Buy
+4,727
New +$221K 0.09% 147

Other funds holding BMY

Haven Private's BMY Position: Q2 2026 in Review

Haven Private reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, selling an estimated $43.7K and leaving 5,087 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #141.

Haven Private first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Haven Private held 5,087 shares of Bristol-Myers Squibb worth $293K as of Q2 2026.
  • Haven Private sold 761 Bristol-Myers Squibb shares in Q2 2026, an estimated $43.7K.
  • Bristol-Myers Squibb made up 0.11% of Haven Private's portfolio in Q2 2026, its #141 holding.
  • Haven Private first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Haven Private's Bristol-Myers Squibb position peaked at $355K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.