JRPIM
BMY icon

Journey Retirement Planning & Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Journey Retirement Planning & Investment Management’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 		$239K Buy
4,148
+427
+11% +$24.5K 0.19% 136
2026
Q1 		$226K Sell
3,721
-6,203
-63% -$362K 0.2% 123
2025
Q4 		$535K Buy
+9,924
New +$477K 0.11% 144

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Journey Retirement Planning & Investment Management's BMY Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,148 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #136.

Journey Retirement Planning & Investment Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $535K in Q4 2025. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,148 shares of Bristol-Myers Squibb worth $239K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 427 Bristol-Myers Squibb shares in Q2 2026, an estimated $24.5K.
  • Bristol-Myers Squibb made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #136 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Bristol-Myers Squibb position peaked at $535K in Q4 2025.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.