Money Concepts Capital’s Bristol-Myers Squibb BMY Stock Holding History

Money Concepts Capital’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	$202K	Buy	+3,497	New	+$201K	0.01%	614
2023 Q1	–	Sell	-25,735	Closed	-$1.85M	–	757
2022 Q4	$1.85M	Buy	25,735 +8,227	+47%	+$620K	0.08%	196
2022 Q3	$1.25M	Sell	17,508 -73	-0.4%	-$5.29K	0.07%	208
2022 Q2	$1.35M	Sell	17,581 -21,896	-55%	-$1.67M	0.12%	174
2022 Q1	$2.88M	Buy	39,477 +31,095	+371%	+$2.09M	0.16%	143
2021 Q4	$523K	Buy	+8,382	New	+$492K	0.04%	306
2021 Q1	$468K	Sell	7,409 -3,134	-30%	-$195K	0.04%	325
2020 Q4	$654K	Buy	+10,543	New	+$648K	0.06%	249

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 $3.38T AUM 44.17% 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

Money Concepts Capital's BMY Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 3,497 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in BMY as recently as Q4 2022.

Money Concepts Capital first reported a position in BMY in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.88M in Q1 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Money Concepts Capital held 3,497 shares of Bristol-Myers Squibb worth $202K as of Q2 2026.
Bristol-Myers Squibb was a new Money Concepts Capital position in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #614 holding.
Money Concepts Capital first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 8 quarters since.
Money Concepts Capital's Bristol-Myers Squibb position peaked at $2.88M in Q1 2022.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.