LRI Investments’s Bristol-Myers Squibb BMY Stock Holding History

LRI Investments’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	$268K	Sell	4,655 -857	-16%	-$49.2K	0.02%	278
2026 Q1	$334K	Buy	5,512 +1,199	+28%	+$69.9K	0.03%	222
2025 Q4	$233K	Buy	4,313 +1,879	+77%	+$90.4K	0.02%	256
2025 Q3	$110K	Sell	2,434 -1,063	-30%	-$49.6K	0.01%	396
2025 Q2	$162K	Sell	3,497 -2,130	-38%	-$105K	0.01%	331
2025 Q1	$343K	Buy	5,627 +1,437	+34%	+$83.8K	0.03%	202
2024 Q4	$237K	Hold	4,190	–	–	0.02%	236
2024 Q3	$245K	Buy	4,190 +1,548	+59%	+$72.6K	0.02%	231
2024 Q2	$110K	Sell	2,642 -257	-9%	-$11.5K	0.01%	365
2024 Q1	$157K	Buy	+2,899	New	+$148K	0.04%	148

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

LRI Investments's BMY Position: Q2 2026 in Review

LRI Investments reduced its Bristol-Myers Squibb (BMY) stake by 16% in Q2 2026, selling an estimated $49.2K and leaving 4,655 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #278.

LRI Investments first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $343K in Q1 2025. 2,525 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

LRI Investments held 4,655 shares of Bristol-Myers Squibb worth $268K as of Q2 2026.
LRI Investments sold 857 Bristol-Myers Squibb shares in Q2 2026, an estimated $49.2K.
Bristol-Myers Squibb made up 0.02% of LRI Investments's portfolio in Q2 2026, its #278 holding.
LRI Investments first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Bristol-Myers Squibb position peaked at $343K in Q1 2025.
2,525 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.