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

Kercheville 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	$239K	Buy	4,147 +110	+3%	+$6.32K	0.07%	94
2026 Q1	$245K	Hold	4,037	–	–	0.08%	89
2025 Q4	$222K	Buy	+4,037	New	+$194K	0.06%	105
2025 Q2	–	Sell	-9,001	Closed	-$549K	–	107
2025 Q1	$549K	Buy	9,001 +5,305	+144%	+$309K	0.22%	58
2024 Q4	$209K	Buy	+3,696	New	+$207K	0.08%	82
2024 Q2	–	Sell	-3,778	Closed	-$205K	–	86
2024 Q1	$205K	Buy	+3,778	New	+$192K	0.1%	75
2023 Q4	–	Sell	-9,354	Closed	-$543K	–	82
2023 Q3	$543K	Sell	9,354 -2,647	-22%	-$162K	0.34%	42
2023 Q2	$767K	Sell	12,001 -365	-3%	-$24.5K	0.46%	40
2023 Q1	$857K	Sell	12,366 -1,880	-13%	-$133K	0.59%	38
2022 Q4	$1.02M	Buy	14,246 +4	+0%	+$302	0.71%	32
2022 Q3	$1.01M	Sell	14,242 -346	-2%	-$25.1K	1.03%	29
2022 Q2	$1.12M	Sell	14,588 -10,480	-42%	-$798K	0.74%	30
2022 Q1	$1.83M	Buy	25,068 +10,287	+70%	+$691K	0.87%	27
2021 Q4	$922K	Sell	14,781 -870	-6%	-$51K	0.4%	50
2021 Q3	$926K	Sell	15,651 -7,806	-33%	-$514K	0.44%	54
2021 Q2	$1.57M	Buy	23,457 +258	+1%	+$16.8K	0.73%	40
2021 Q1	$1.46M	Sell	23,199 -13,717	-37%	-$853K	0.73%	41
2020 Q4	$2.27M	Buy	+36,916	New	+$2.27M	1.24%	23

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

Kercheville Advisors's BMY Position: Q2 2026 in Review

Kercheville Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.7% in Q2 2026, buying an estimated $6.32K and bringing the position to 4,147 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #94.

Kercheville Advisors first reported a position in BMY in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.27M in Q4 2020. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kercheville Advisors held 4,147 shares of Bristol-Myers Squibb worth $239K as of Q2 2026.
Kercheville Advisors bought 110 Bristol-Myers Squibb shares in Q2 2026, an estimated $6.32K.
Bristol-Myers Squibb made up 0.07% of Kercheville Advisors's portfolio in Q2 2026, its #94 holding.
Kercheville Advisors first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 18 quarters since.
Kercheville Advisors's Bristol-Myers Squibb position peaked at $2.27M in Q4 2020.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.