Moors & Cabot’s Bristol-Myers Squibb BMY Stock Holding History

Moors & Cabot’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
2020 Q3	–	Sell	-1,000	Closed	-$1K	–	712
2020 Q2	$1K	Buy	+1,000	New	+$59.8K	﹤0.01%	668
2020 Q1	–	Sell	-1,000	Closed	-$2K	–	605
2019 Q4	$2K	Buy	+1,000	New	+$57.3K	﹤0.01%	617

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

Moors & Cabot's BMY Position: Q2 2026 in Review

Moors & Cabot reduced its Bristol-Myers Squibb (BMY) stake by 7.2% in Q2 2026, selling an estimated $280K and leaving 62,967 shares worth $3.63M. The position accounts for 0.14% of the portfolio, ranked #145.

Moors & Cabot first reported a position in BMY in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.75M in Q2 2022. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Moors & Cabot held 62,967 shares of Bristol-Myers Squibb worth $3.63M as of Q2 2026.
Moors & Cabot sold 4,873 Bristol-Myers Squibb shares in Q2 2026, an estimated $280K.
Bristol-Myers Squibb made up 0.14% of Moors & Cabot's portfolio in Q2 2026, its #145 holding.
Moors & Cabot first reported a position in Bristol-Myers Squibb in Q1 2014 and has held it in 50 quarters since.
Moors & Cabot's Bristol-Myers Squibb position peaked at $7.75M in Q2 2022.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.