Navellier & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Navellier & Associates’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	$694K	Buy	12,051 +4,151	+53%	+$238K	0.06%	211
2026 Q1	$479K	Hold	7,900	–	–	0.05%	220
2025 Q4	$426K	Sell	7,900 -5,351	-40%	-$257K	0.05%	236
2025 Q3	$598K	Buy	13,251 +4,151	+46%	+$194K	0.06%	236
2025 Q2	$421K	Hold	9,100	–	–	0.05%	227
2025 Q1	$456K	Sell	9,100 -5,056	-36%	-$295K	0.06%	216
2024 Q4	$801K	Buy	14,156 +4,056	+40%	+$227K	0.1%	188
2024 Q3	$523K	Sell	10,100 -4,151	-29%	-$195K	0.07%	213
2024 Q2	$592K	Sell	14,251 -300	-2%	-$13.4K	0.07%	218
2024 Q1	$789K	Buy	+14,551	New	+$741K	0.1%	178

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

Navellier & Associates's BMY Position: Q2 2026 in Review

Navellier & Associates increased its Bristol-Myers Squibb (BMY) stake by 53% in Q2 2026, buying an estimated $238K and bringing the position to 12,051 shares worth $694K. The position accounts for 0.06% of the portfolio, ranked #211.

Navellier & Associates first reported a position in BMY in Q1 2024 and has held it in 10 quarters since. The position peaked at $801K in Q4 2024. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Navellier & Associates held 12,051 shares of Bristol-Myers Squibb worth $694K as of Q2 2026.
Navellier & Associates bought 4,151 Bristol-Myers Squibb shares in Q2 2026, an estimated $238K.
Bristol-Myers Squibb made up 0.06% of Navellier & Associates's portfolio in Q2 2026, its #211 holding.
Navellier & Associates first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 10 quarters since.
Navellier & Associates's Bristol-Myers Squibb position peaked at $801K in Q4 2024.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.