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Jim Saulnier & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Jim Saulnier & Associates’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 		$350K Hold
6,076
– – 0.14% 109
2026
Q1 		$369K Hold
6,076
– – 0.18% 93
2025
Q4 		$328K Hold
6,076
– – 0.17% 105
2025
Q3 		$274K Buy
+6,076
New +$284K 0.15% 112

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

Jim Saulnier & Associates's BMY Position: Q2 2026 in Review

Jim Saulnier & Associates held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 6,076 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #109.

Jim Saulnier & Associates first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Jim Saulnier & Associates held 6,076 shares of Bristol-Myers Squibb worth $350K as of Q2 2026.
  • Jim Saulnier & Associates left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.14% of Jim Saulnier & Associates's portfolio in Q2 2026, its #109 holding.
  • Jim Saulnier & Associates first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Jim Saulnier & Associates's Bristol-Myers Squibb position peaked at $369K in Q1 2026.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.