Nalls Sherbakoff Group’s Bristol-Myers Squibb BMY Stock Holding History

Nalls Sherbakoff 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	$77.3K	Sell	1,341 -367	-21%	-$21.1K	0.05%	149
2026 Q1	$104K	Hold	1,708	–	–	0.08%	139
2025 Q4	$92.1K	Buy	1,708 +367	+27%	+$17.7K	0.07%	145
2025 Q3	$60.5K	Hold	1,341	–	–	0.04%	191
2025 Q2	$62.1K	Buy	1,341 +400	+43%	+$19.6K	0.05%	180
2025 Q1	$57.4K	Buy	+941	New	+$54.9K	0.05%	170
2023 Q4	$48.3K	Hold	941	–	–	0.04%	167
2023 Q3	$54.6K	Sell	941 -200	-18%	-$12.3K	0.05%	149
2023 Q2	$73.5K	Hold	1,141	–	–	0.07%	134
2023 Q1	$77.8K	Buy	+1,141	New	+$80.5K	0.08%	133
2018 Q4	$54K	Buy	+1,042	New	+$56K	0.09%	135

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

Nalls Sherbakoff Group's BMY Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Bristol-Myers Squibb (BMY) stake by 21% in Q2 2026, selling an estimated $21.1K and leaving 1,341 shares worth $77.3K. The position accounts for 0.05% of the portfolio, ranked #149.

Nalls Sherbakoff Group first reported a position in BMY in Q4 2018 and has held it in 11 quarters since. The position peaked at $104K in Q1 2026. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Nalls Sherbakoff Group held 1,341 shares of Bristol-Myers Squibb worth $77.3K as of Q2 2026.
Nalls Sherbakoff Group sold 367 Bristol-Myers Squibb shares in Q2 2026, an estimated $21.1K.
Bristol-Myers Squibb made up 0.05% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #149 holding.
Nalls Sherbakoff Group first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Bristol-Myers Squibb position peaked at $104K in Q1 2026.
2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.