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LifeSteps Financial’s Bristol-Myers Squibb BMY Stock Holding History

LifeSteps Financial’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 		$85.5K Buy
+1,484
New +$85.2K 0.04% 165
2024
Q2 		– Sell
-1,532
Closed -$83.1K – 121
2024
Q1 		$83.1K Buy
+1,532
New +$78K 0.06% 116

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

LifeSteps Financial's BMY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 1,484 shares worth $85.5K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BMY as recently as Q1 2024.

LifeSteps Financial first reported a position in BMY in Q1 2024 and has held it in 2 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • LifeSteps Financial held 1,484 shares of Bristol-Myers Squibb worth $85.5K as of Q2 2026.
  • Bristol-Myers Squibb was a new LifeSteps Financial position in Q2 2026.
  • Bristol-Myers Squibb made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #165 holding.
  • LifeSteps Financial first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 2 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.