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Legacy Capital Group California’s Bristol-Myers Squibb BMY Stock Holding History

Legacy Capital Group California’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 		$867K Sell
15,052
-386
-3% -$22.2K 0.26% 108
2026
Q1 		$936K Sell
15,438
-5,154
-25% -$300K 0.36% 78
2025
Q4 		$1.11M Buy
20,592
+428
+2% +$20.6K 0.27% 95
2025
Q3 		$909K Sell
20,164
-7,631
-27% -$356K 0.23% 116
2025
Q2 		$1.29M Buy
27,795
+13,699
+97% +$672K 0.36% 67
2025
Q1 		$860K Buy
14,096
+7,528
+115% +$439K 0.3% 82
2024
Q4 		$371K Buy
6,568
+7
+0.1% +$391 0.11% 213
2024
Q3 		$339K Sell
6,561
-172
-3% -$8.07K 0.11% 209
2024
Q2 		$280K Buy
6,733
+2,922
+77% +$131K 0.1% 238
2024
Q1 		$207K Buy
+3,811
New +$194K 0.08% 290
2023
Q4 		– Sell
-3,864
Closed -$224K – 275
2023
Q3 		$224K Sell
3,864
-34
-0.9% -$2.08K 0.1% 246
2023
Q2 		$249K Buy
3,898
+128
+3% +$8.58K 0.1% 226
2023
Q1 		$261K Buy
+3,770
New +$266K 0.13% 203

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

Legacy Capital Group California's BMY Position: Q2 2026 in Review

Legacy Capital Group California reduced its Bristol-Myers Squibb (BMY) stake by 2.5% in Q2 2026, selling an estimated $22.2K and leaving 15,052 shares worth $867K. The position accounts for 0.26% of the portfolio, ranked #108.

Legacy Capital Group California first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q2 2025. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Legacy Capital Group California held 15,052 shares of Bristol-Myers Squibb worth $867K as of Q2 2026.
  • Legacy Capital Group California sold 386 Bristol-Myers Squibb shares in Q2 2026, an estimated $22.2K.
  • Bristol-Myers Squibb made up 0.26% of Legacy Capital Group California's portfolio in Q2 2026, its #108 holding.
  • Legacy Capital Group California first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Bristol-Myers Squibb position peaked at $1.29M in Q2 2025.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.