Klingman & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Klingman & Associates’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	$240K	Buy	4,166 +52	+1%	+$2.99K	0.01%	309
2026 Q1	$250K	Buy	4,114 +310	+8%	+$18.1K	0.01%	288
2025 Q4	$205K	Buy	+3,804	New	+$183K	0.01%	317
2025 Q2	–	Sell	-3,323	Closed	-$203K	–	316
2025 Q1	$203K	Buy	+3,323	New	+$194K	0.01%	258
2016 Q4	–	Sell	-1,933	Closed	-$104K	–	124
2016 Q3	$104K	Hold	1,933	–	–	0.03%	137
2016 Q2	$142K	Hold	1,933	–	–	0.05%	112
2016 Q1	$123K	Hold	1,933	–	–	0.04%	118
2015 Q4	$133K	Hold	1,933	–	–	0.05%	138
2015 Q3	$114K	Sell	1,933 -328	-15%	-$20.8K	0.04%	145
2015 Q2	$150K	Hold	2,261	–	–	0.06%	98
2015 Q1	$146K	Hold	2,261	–	–	0.06%	99
2014 Q4	$133K	Buy	+2,261	New	+$128K	0.06%	105

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

Klingman & Associates's BMY Position: Q2 2026 in Review

Klingman & Associates increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q2 2026, buying an estimated $2.99K and bringing the position to 4,166 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #309.

Klingman & Associates first reported a position in BMY in Q4 2014 and has held it in 12 quarters since. The position peaked at $250K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Klingman & Associates held 4,166 shares of Bristol-Myers Squibb worth $240K as of Q2 2026.
Klingman & Associates bought 52 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.99K.
Bristol-Myers Squibb made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #309 holding.
Klingman & Associates first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 12 quarters since.
Klingman & Associates's Bristol-Myers Squibb position peaked at $250K in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.