Lavaca Capital’s Bristol-Myers Squibb BMY Stock Holding History

Lavaca Capital’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	$21.3K	Buy	370 +62	+20%	+$3.56K	﹤0.01%	269
2026 Q1	$18.7K	Buy	308 +38	+14%	+$2.21K	﹤0.01%	221
2025 Q4	$14.6K	Sell	270 -4,275	-94%	-$206K	﹤0.01%	237
2025 Q3	$205K	Hold	4,545	–	–	0.04%	97
2025 Q2	$210K	Hold	4,545	–	–	0.08%	99
2025 Q1	$277K	Hold	4,545	–	–	0.11%	89
2024 Q4	$257K	Hold	4,545	–	–	0.1%	102
2024 Q3	$235K	Buy	+4,545	New	+$213K	0.1%	102
2024 Q2	–	Sell	-4,395	Closed	-$238K	–	89
2024 Q1	$238K	Buy	4,395 +295	+7%	+$15K	0.14%	70
2023 Q4	$210K	Sell	4,100 -120	-3%	-$6.3K	0.12%	89
2023 Q3	$245K	Sell	4,220 -181	-4%	-$11.1K	0.08%	131
2023 Q2	$281K	Sell	4,401 -752	-15%	-$50.4K	0.08%	135
2023 Q1	$361K	Sell	5,153 -300	-6%	-$21.2K	0.08%	147
2022 Q4	$398K	Sell	5,453 -127	-2%	-$9.58K	0.12%	135
2022 Q3	$400K	Buy	5,580 +300	+6%	+$21.8K	0.14%	109
2022 Q2	$405K	Sell	5,280 -105	-2%	-$8K	0.06%	137
2022 Q1	$393K	Buy	+5,385	New	+$362K	0.04%	152
2021 Q2	–	Sell	-5,673	Closed	-$358K	–	152
2021 Q1	$358K	Sell	5,673 -2,650	-32%	-$165K	0.03%	103
2020 Q4	$516K	Sell	8,323 -11	-0.1%	-$676	0.07%	68
2020 Q3	$502K	Buy	+8,334	New	+$502K	0.08%	65
2020 Q1	–	Sell	-5,099	Closed	-$327K	–	86
2019 Q4	$327K	Sell	5,099 -476	-9%	-$27.3K	0.25%	60
2019 Q3	$283K	Buy	+5,575	New	+$262K	0.21%	68
2019 Q2	–	Sell	-4,294	Closed	-$205K	–	125
2019 Q1	$205K	Buy	4,294 +1,852	+76%	+$92.3K	0.17%	69
2018 Q4	$127K	Buy	+2,442	New	+$131K	0.13%	83

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

Lavaca Capital's BMY Position: Q2 2026 in Review

Lavaca Capital increased its Bristol-Myers Squibb (BMY) stake by 20% in Q2 2026, buying an estimated $3.56K and bringing the position to 370 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Lavaca Capital first reported a position in BMY in Q4 2018 and has held it in 24 quarters since. The position peaked at $516K in Q4 2020. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Lavaca Capital held 370 shares of Bristol-Myers Squibb worth $21.3K as of Q2 2026.
Lavaca Capital bought 62 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.56K.
Bristol-Myers Squibb made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #269 holding.
Lavaca Capital first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 24 quarters since.
Lavaca Capital's Bristol-Myers Squibb position peaked at $516K in Q4 2020.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.