Herold Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Herold 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	$2.07M	Sell	35,910 -67	-0.2%	-$3.85K	0.41%	69
2026 Q1	$2.18M	Sell	35,977 -155	-0.4%	-$9.04K	0.48%	58
2025 Q4	$1.95M	Sell	36,132 -1,635	-4%	-$78.7K	0.44%	63
2025 Q3	$1.7M	Buy	37,767 +558	+1%	+$26.1K	0.39%	72
2025 Q2	$1.72M	Buy	37,209 +536	+1%	+$26.3K	0.36%	79
2025 Q1	$2.24M	Buy	36,673 +1,685	+5%	+$98.2K	0.49%	59
2024 Q4	$1.98M	Sell	34,988 -1,409	-4%	-$78.7K	0.43%	62
2024 Q3	$1.88M	Buy	36,397 +1,955	+6%	+$91.7K	0.41%	67
2024 Q2	$1.43M	Buy	34,442 +1,529	+5%	+$68.4K	0.33%	82
2024 Q1	$1.79M	Buy	32,913 +1,169	+4%	+$59.5K	0.43%	67
2023 Q4	$1.63M	Sell	31,744 -1,924	-6%	-$101K	0.45%	67
2023 Q3	$1.95M	Buy	33,668 +1,051	+3%	+$64.4K	0.59%	50
2023 Q2	$2.09M	Sell	32,617 -656	-2%	-$44K	0.64%	43
2023 Q1	$2.31M	Buy	33,273 +926	+3%	+$65.3K	0.8%	27
2022 Q4	$2.33M	Buy	32,347 +2,524	+8%	+$190K	0.99%	23
2022 Q3	$2.12M	Sell	29,823 -127	-0.4%	-$9.21K	1.02%	27
2022 Q2	$2.31M	Sell	29,950 -197	-0.7%	-$15K	1.03%	27
2022 Q1	$2.2M	Buy	30,147 +420	+1%	+$28.2K	0.78%	32
2021 Q4	$1.85M	Buy	29,727 +2,654	+10%	+$156K	0.72%	45
2021 Q3	$1.6M	Buy	+27,073	New	+$1.78M	0.62%	47

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

Herold Advisors's BMY Position: Q2 2026 in Review

Herold Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.19% in Q2 2026, selling an estimated $3.85K and leaving 35,910 shares worth $2.07M. The position accounts for 0.41% of the portfolio, ranked #69.

Herold Advisors first reported a position in BMY in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Herold Advisors held 35,910 shares of Bristol-Myers Squibb worth $2.07M as of Q2 2026.
Herold Advisors sold 67 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.85K.
Bristol-Myers Squibb made up 0.41% of Herold Advisors's portfolio in Q2 2026, its #69 holding.
Herold Advisors first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's Bristol-Myers Squibb position peaked at $2.33M in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.