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Luts & Greenleigh Group’s Bristol-Myers Squibb BMY Stock Holding History

Luts & Greenleigh Group’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 		$223K Sell
3,879
-78
-2% -$4.48K 0.17% 92
2026
Q1 		$240K Buy
3,957
+7
+0.2% +$408 0.19% 81
2025
Q4 		$213K Buy
+3,950
New +$190K 0.18% 82
2025
Q2 		– Sell
-4,015
Closed -$245K – 80
2025
Q1 		$245K Sell
4,015
-42
-1% -$2.45K 0.24% 69
2024
Q4 		$229K Buy
4,057
+115
+3% +$6.42K 0.23% 74
2024
Q3 		$204K Sell
3,942
-3,378
-46% -$158K 0.2% 81
2024
Q2 		$304K Buy
+7,320
New +$328K 0.32% 53

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

Luts & Greenleigh Group's BMY Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its Bristol-Myers Squibb (BMY) stake by 2% in Q2 2026, selling an estimated $4.48K and leaving 3,879 shares worth $223K. The position accounts for 0.17% of the portfolio, ranked #92.

Luts & Greenleigh Group first reported a position in BMY in Q2 2024 and has held it in 7 quarters since. The position peaked at $304K in Q2 2024. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Luts & Greenleigh Group held 3,879 shares of Bristol-Myers Squibb worth $223K as of Q2 2026.
  • Luts & Greenleigh Group sold 78 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.48K.
  • Bristol-Myers Squibb made up 0.17% of Luts & Greenleigh Group's portfolio in Q2 2026, its #92 holding.
  • Luts & Greenleigh Group first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 7 quarters since.
  • Luts & Greenleigh Group's Bristol-Myers Squibb position peaked at $304K in Q2 2024.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.