Narus Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Narus Financial Partners’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	$382K	Buy	6,636 +75	+1%	+$4.31K	0.1%	129
2026 Q1	$398K	Sell	6,561 -54	-0.8%	-$3.15K	0.1%	113
2025 Q4	$357K	Hold	6,615	–	–	0.1%	125
2025 Q3	$298K	Buy	+6,615	New	+$309K	0.08%	137
2023 Q4	–	Sell	-4,418	Closed	-$256K	–	138
2023 Q3	$256K	Sell	4,418 -117	-3%	-$7.17K	0.13%	101
2023 Q2	$290K	Sell	4,535 -23	-0.5%	-$1.54K	0.15%	92
2023 Q1	$316K	Buy	4,558 +102	+2%	+$7.19K	0.17%	85
2022 Q4	$321K	Hold	4,456	–	–	0.19%	80
2022 Q3	$317K	Sell	4,456 -50	-1%	-$3.63K	0.2%	77
2022 Q2	$347K	Buy	4,506 +1,196	+36%	+$91.1K	0.22%	72
2022 Q1	$242K	Buy	+3,310	New	+$222K	0.14%	98
2021 Q1	$217K	Buy	+3,431	New	+$213K	0.13%	101
2019 Q4	$213K	Buy	+3,317	New	+$190K	0.15%	75

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

Narus Financial Partners's BMY Position: Q2 2026 in Review

Narus Financial Partners increased its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, buying an estimated $4.31K and bringing the position to 6,636 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #129.

Narus Financial Partners first reported a position in BMY in Q4 2019 and has held it in 13 quarters since. The position peaked at $398K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Narus Financial Partners held 6,636 shares of Bristol-Myers Squibb worth $382K as of Q2 2026.
Narus Financial Partners bought 75 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.31K.
Bristol-Myers Squibb made up 0.1% of Narus Financial Partners's portfolio in Q2 2026, its #129 holding.
Narus Financial Partners first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 13 quarters since.
Narus Financial Partners's Bristol-Myers Squibb position peaked at $398K in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.