MEG
BMY icon

Millstone Evans Group’s Bristol-Myers Squibb BMY Stock Holding History

Millstone Evans 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 		$281K Sell
4,883
-860
-15% -$49.4K 0.15% 109
2026
Q1 		$348K Hold
5,743
– – 0.21% 89
2025
Q4 		$310K Sell
5,743
-582
-9% -$28K 0.18% 98
2025
Q3 		$285K Sell
6,325
-26
-0.4% -$1.21K 0.18% 93
2025
Q2 		$294K Buy
6,351
+33
+0.5% +$1.62K 0.2% 93
2025
Q1 		$385K Sell
6,318
-55
-0.9% -$3.21K 0.26% 71
2024
Q4 		$360K Buy
+6,373
New +$356K 0.25% 73

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 $3.38T AUM 44.17% 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

Millstone Evans Group's BMY Position: Q2 2026 in Review

Millstone Evans Group reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, selling an estimated $49.4K and leaving 4,883 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #109.

Millstone Evans Group first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Millstone Evans Group held 4,883 shares of Bristol-Myers Squibb worth $281K as of Q2 2026.
  • Millstone Evans Group sold 860 Bristol-Myers Squibb shares in Q2 2026, an estimated $49.4K.
  • Bristol-Myers Squibb made up 0.15% of Millstone Evans Group's portfolio in Q2 2026, its #109 holding.
  • Millstone Evans Group first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Bristol-Myers Squibb position peaked at $385K in Q1 2025.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.