M Holdings Securities’s Bristol-Myers Squibb BMY Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-16,298	Closed	-$1.13M	–	242
2023 Q1	$1.13M	Buy	+16,298	New	+$1.15M	0.12%	138

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

M Holdings Securities's BMY Position: Q2 2026 in Review

M Holdings Securities sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 47,562 shares — an estimated $2.67M sold.

M Holdings Securities first reported a position in BMY in Q4 2013 and held it in 41 quarters. The position peaked at $2.67M in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

M Holdings Securities reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 47,562 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.67M.
M Holdings Securities first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 41 quarters.
M Holdings Securities's Bristol-Myers Squibb position peaked at $2.67M in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.