MFS
BMY icon

Miller Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Miller Financial Services’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 		$1.35M Buy
23,361
+3,650
+19% +$210K 1.08% 23
2026
Q1 		$1.2M Sell
19,711
-269
-1% -$15.7K 1.31% 20
2025
Q4 		$1.08M Buy
19,980
+338
+2% +$16.3K 1.26% 22
2025
Q3 		$886K Buy
19,642
+738
+4% +$34.5K 1.02% 28
2025
Q2 		$875K Buy
18,904
+1,595
+9% +$78.3K 1.12% 24
2025
Q1 		$1.06M Sell
17,309
-186
-1% -$10.8K 1.52% 18
2024
Q4 		$990K Buy
+17,495
New +$978K 0.84% 30

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

Miller Financial Services's BMY Position: Q2 2026 in Review

Miller Financial Services increased its Bristol-Myers Squibb (BMY) stake by 19% in Q2 2026, buying an estimated $210K and bringing the position to 23,361 shares worth $1.35M. The position accounts for 1.08% of the portfolio, ranked #23.

Miller Financial Services first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Miller Financial Services held 23,361 shares of Bristol-Myers Squibb worth $1.35M as of Q2 2026.
  • Miller Financial Services bought 3,650 Bristol-Myers Squibb shares in Q2 2026, an estimated $210K.
  • Bristol-Myers Squibb made up 1.08% of Miller Financial Services's portfolio in Q2 2026, its #23 holding.
  • Miller Financial Services first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.