Kapstone Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Kapstone Financial 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	$344K	Sell	5,977 -398	-6%	-$22.9K	0.14%	103
2026 Q1	$387K	Hold	6,375	–	–	0.19%	83
2025 Q4	$344K	Hold	6,375	–	–	0.17%	73
2025 Q3	$288K	Sell	6,375 -796	-11%	-$37.2K	0.14%	82
2025 Q2	$332K	Sell	7,171 -302	-4%	-$14.8K	0.17%	72
2025 Q1	$456K	Sell	7,473 -2,518	-25%	-$147K	0.26%	63
2024 Q4	$590K	Sell	9,991 -255	-2%	-$14.2K	0.31%	52
2024 Q3	$522K	Hold	10,246	–	–	0.32%	59
2024 Q2	$426K	Sell	10,246 -1,307	-11%	-$58.5K	0.28%	61
2024 Q1	$627K	Sell	11,553 -1,167	-9%	-$59.4K	0.43%	44
2023 Q4	$631K	Sell	12,720 -415	-3%	-$21.8K	0.49%	37
2023 Q3	$762K	Hold	13,135	–	–	0.69%	30
2023 Q2	$808K	Sell	13,135 -479	-4%	-$32.1K	0.67%	30
2023 Q1	$962K	Hold	13,614	–	–	0.87%	25
2022 Q4	$991K	Buy	+13,614	New	+$1.03M	0.9%	22

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

Kapstone Financial Advisors's BMY Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Bristol-Myers Squibb (BMY) stake by 6.2% in Q2 2026, selling an estimated $22.9K and leaving 5,977 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #103.

Kapstone Financial Advisors first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $991K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kapstone Financial Advisors held 5,977 shares of Bristol-Myers Squibb worth $344K as of Q2 2026.
Kapstone Financial Advisors sold 398 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.9K.
Bristol-Myers Squibb made up 0.14% of Kapstone Financial Advisors's portfolio in Q2 2026, its #103 holding.
Kapstone Financial Advisors first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Bristol-Myers Squibb position peaked at $991K in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.