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NEOS Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

NEOS Investment Management’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 		$19.1M Buy
331,429
+33,296
+11% +$1.91M 0.07% 192
2026
Q1 		$18.1M Sell
298,133
-81,725
-22% -$4.76M 0.09% 169
2025
Q4 		$20.3M Buy
379,858
+73,743
+24% +$3.55M 0.12% 148
2025
Q3 		$13.8M Buy
306,115
+35,641
+13% +$1.66M 0.1% 168
2025
Q2 		$12.5M Buy
270,474
+42,070
+18% +$2.07M 0.16% 126
2025
Q1 		$13.9M Buy
228,404
+104,222
+84% +$6.07M 0.26% 76
2024
Q4 		$7.02M Buy
124,182
+29,869
+32% +$1.67M 0.17% 120
2024
Q3 		$4.88M Buy
94,313
+76
+0.1% +$3.56K 0.15% 132
2024
Q2 		$3.91M Buy
94,237
+6,695
+8% +$300K 0.16% 117
2024
Q1 		$4.75M Buy
87,542
+43,663
+100% +$2.22M 0.29% 70
2023
Q4 		$2.25M Buy
43,879
+18,467
+73% +$969K 0.21% 96
2023
Q3 		$1.47M Buy
+25,412
New +$1.56M 0.19% 116

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NEOS Investment Management's BMY Position: Q2 2026 in Review

NEOS Investment Management increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $1.91M and bringing the position to 331,429 shares worth $19.1M. The position accounts for 0.07% of the portfolio, ranked #192.

NEOS Investment Management first reported a position in BMY in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.3M in Q4 2025. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • NEOS Investment Management held 331,429 shares of Bristol-Myers Squibb worth $19.1M as of Q2 2026.
  • NEOS Investment Management bought 33,296 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.91M.
  • Bristol-Myers Squibb made up 0.07% of NEOS Investment Management's portfolio in Q2 2026, its #192 holding.
  • NEOS Investment Management first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Bristol-Myers Squibb position peaked at $20.3M in Q4 2025.
  • 2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.