Oak Associates’s Bristol-Myers Squibb BMY Stock Holding History

Oak 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	$7.48M	Sell	129,790 -2,000	-2%	-$115K	0.42%	46
2026 Q1	$7.99M	Buy	+131,790	New	+$7.68M	0.54%	41
2020 Q2	–	Sell	-31,295	Closed	-$1.74M	–	136
2020 Q1	$1.74M	Hold	31,295	–	–	0.14%	70
2019 Q4	$2.01M	Buy	+31,295	New	+$1.79M	0.12%	81

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

Oak Associates's BMY Position: Q2 2026 in Review

Oak Associates reduced its Bristol-Myers Squibb (BMY) stake by 1.5% in Q2 2026, selling an estimated $115K and leaving 129,790 shares worth $7.48M. The position accounts for 0.42% of the portfolio, ranked #46.

Oak Associates first reported a position in BMY in Q4 2019 and has held it in 4 quarters since. The position peaked at $7.99M in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Oak Associates held 129,790 shares of Bristol-Myers Squibb worth $7.48M as of Q2 2026.
Oak Associates sold 2,000 Bristol-Myers Squibb shares in Q2 2026, an estimated $115K.
Bristol-Myers Squibb made up 0.42% of Oak Associates's portfolio in Q2 2026, its #46 holding.
Oak Associates first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 4 quarters since.
Oak Associates's Bristol-Myers Squibb position peaked at $7.99M in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.