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HORAN Wealth’s Bristol-Myers Squibb BMY Stock Holding History

HORAN Wealth’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 		$547K Sell
9,491
-8,965
-49% -$515K 0.07% 139
2026
Q1 		$1.03M Buy
18,456
+9,229
+100% +$538K 0.1% 95
2025
Q4 		$498K Sell
9,227
-844
-8% -$40.6K 0.08% 121
2025
Q3 		$454K Buy
+10,071
New +$470K 0.07% 137

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

HORAN Wealth's BMY Position: Q2 2026 in Review

HORAN Wealth reduced its Bristol-Myers Squibb (BMY) stake by 49% in Q2 2026, selling an estimated $515K and leaving 9,491 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #139.

HORAN Wealth first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • HORAN Wealth held 9,491 shares of Bristol-Myers Squibb worth $547K as of Q2 2026.
  • HORAN Wealth sold 8,965 Bristol-Myers Squibb shares in Q2 2026, an estimated $515K.
  • Bristol-Myers Squibb made up 0.07% of HORAN Wealth's portfolio in Q2 2026, its #139 holding.
  • HORAN Wealth first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Bristol-Myers Squibb position peaked at $1.03M in Q1 2026.
  • 2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.