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

Lakeside 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	$277K	Buy	4,809 +252	+6%	+$14.5K	0.17%	58
2026 Q1	$276K	Buy	4,557 +2	+0%	+$117	0.18%	60
2025 Q4	$246K	Buy	+4,555	New	+$219K	0.16%	59
2025 Q3	–	Sell	-4,399	Closed	-$204K	–	64
2025 Q2	$204K	Buy	4,399 +3	+0.1%	+$147	0.13%	61
2025 Q1	$268K	Buy	4,396 +2	+0%	+$117	0.18%	56
2024 Q4	$249K	Buy	4,394 +302	+7%	+$16.9K	0.16%	58
2024 Q3	$212K	Buy	+4,092	New	+$192K	0.13%	63

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

Lakeside Advisors's BMY Position: Q2 2026 in Review

Lakeside Advisors increased its Bristol-Myers Squibb (BMY) stake by 5.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 4,809 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #58.

Lakeside Advisors first reported a position in BMY in Q3 2024 and has held it in 7 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Lakeside Advisors held 4,809 shares of Bristol-Myers Squibb worth $277K as of Q2 2026.
Lakeside Advisors bought 252 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.5K.
Bristol-Myers Squibb made up 0.17% of Lakeside Advisors's portfolio in Q2 2026, its #58 holding.
Lakeside Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 7 quarters since.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.