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

Lifeworks 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 		$249K Sell
4,328
-711
-14% -$40.8K 0.03% 298
2026
Q1 		$306K Buy
5,039
+64
+1% +$3.73K 0.04% 244
2025
Q4 		$268K Sell
4,975
-557
-10% -$26.8K 0.03% 280
2025
Q3 		$249K Sell
5,532
-861
-13% -$40.2K 0.03% 289
2025
Q2 		$296K Sell
6,393
-7,130
-53% -$350K 0.04% 252
2025
Q1 		$825K Sell
13,523
-9,846
-42% -$574K 0.14% 139
2024
Q4 		$1.32M Sell
23,369
-86,714
-79% -$4.85M 0.24% 105
2024
Q3 		$5.7M Buy
110,083
+11,730
+12% +$550K 1.12% 23
2024
Q2 		$4.08M Buy
98,353
+34,462
+54% +$1.54M 1.14% 25
2024
Q1 		$3.46M Buy
63,891
+9,217
+17% +$470K 0.97% 31
2023
Q4 		$2.81M Buy
54,674
+7,975
+17% +$419K 0.97% 31
2023
Q3 		$2.71M Buy
46,699
+4,684
+11% +$287K 1.05% 29
2023
Q2 		$2.69M Buy
42,015
+5,463
+15% +$366K 1.14% 27
2023
Q1 		$2.53M Buy
+36,552
New +$2.58M 1.2% 28
2022
Q4 		– Sell
-3,200
Closed -$248K – 114
2022
Q3 		$248K Sell
3,200
-1,230
-28% -$89.2K 0.14% 114
2022
Q2 		$341K Buy
+4,430
New +$337K 0.22% 96

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

Lifeworks Advisors's BMY Position: Q2 2026 in Review

Lifeworks Advisors reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, selling an estimated $40.8K and leaving 4,328 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #298.

Lifeworks Advisors first reported a position in BMY in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.7M in Q3 2024. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Lifeworks Advisors held 4,328 shares of Bristol-Myers Squibb worth $249K as of Q2 2026.
  • Lifeworks Advisors sold 711 Bristol-Myers Squibb shares in Q2 2026, an estimated $40.8K.
  • Bristol-Myers Squibb made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #298 holding.
  • Lifeworks Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Bristol-Myers Squibb position peaked at $5.7M in Q3 2024.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.