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Kerr Financial Planning’s Bristol-Myers Squibb BMY Stock Holding History

Kerr Financial Planning’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 		$41.9K Buy
728
+3
+0.4% +$172 0.05% 199
2026
Q1 		$42.1K Sell
725
-19
-3% -$1.11K 0.03% 192
2025
Q4 		$44.7K Buy
744
+2
+0.3% +$96 0.06% 187
2025
Q3 		$35.3K Buy
+742
New +$34.7K 0.05% 199

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

Kerr Financial Planning's BMY Position: Q2 2026 in Review

Kerr Financial Planning increased its Bristol-Myers Squibb (BMY) stake by 0.41% in Q2 2026, buying an estimated $172 and bringing the position to 728 shares worth $41.9K. The position accounts for 0.05% of the portfolio, ranked #199.

Kerr Financial Planning first reported a position in BMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.7K in Q4 2025. 2,506 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Kerr Financial Planning held 728 shares of Bristol-Myers Squibb worth $41.9K as of Q2 2026.
  • Kerr Financial Planning bought 3 Bristol-Myers Squibb shares in Q2 2026, an estimated $172.
  • Bristol-Myers Squibb made up 0.05% of Kerr Financial Planning's portfolio in Q2 2026, its #199 holding.
  • Kerr Financial Planning first reported a position in Bristol-Myers Squibb in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Bristol-Myers Squibb position peaked at $44.7K in Q4 2025.
  • 2,506 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.