Kestra Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Kestra 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	$1.87M	Buy	32,429 +14,242	+78%	+$818K	0.04%	147
2026 Q1	$1.1M	Buy	18,187 +4,487	+33%	+$262K	0.02%	197
2025 Q4	$739K	Sell	13,700 -309	-2%	-$14.9K	0.02%	232
2025 Q3	$632K	Sell	14,009 -1,100	-7%	-$51.4K	0.02%	243
2025 Q2	$699K	Buy	15,109 +4,589	+44%	+$225K	0.02%	239
2025 Q1	$642K	Buy	10,520 +2,691	+34%	+$157K	0.02%	238
2024 Q4	$443K	Buy	7,829 +3,853	+97%	+$215K	0.02%	246
2024 Q3	$206K	Buy	+3,976	New	+$187K	0.01%	327

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 $3.38T AUM 44.17% 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

Kestra Investment Management's BMY Position: Q2 2026 in Review

Kestra Investment Management increased its Bristol-Myers Squibb (BMY) stake by 78% in Q2 2026, buying an estimated $818K and bringing the position to 32,429 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #147.

Kestra Investment Management first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. 2,530 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kestra Investment Management held 32,429 shares of Bristol-Myers Squibb worth $1.87M as of Q2 2026.
Kestra Investment Management bought 14,242 Bristol-Myers Squibb shares in Q2 2026, an estimated $818K.
Bristol-Myers Squibb made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #147 holding.
Kestra Investment Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
2,530 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.