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Oakmont Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Oakmont Investment Advisors’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
Q1 		– Sell
-20,367
Closed -$1.1M – 102
2025
Q4 		$1.1M Buy
+20,367
New +$980K 0.8% 46

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakmont Investment Advisors's BMY Position: Q1 2026 in Review

Oakmont Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2026, closing a stake of 20,367 shares — an estimated $1.1M sold.

Oakmont Investment Advisors first reported a position in BMY in Q4 2025 and held it in 1 quarter. The position peaked at $1.1M in Q4 2025. 2,532 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

  • Oakmont Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 20,367 Bristol-Myers Squibb shares in Q1 2026, an estimated $1.1M.
  • Oakmont Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 1 quarter.
  • Oakmont Investment Advisors's Bristol-Myers Squibb position peaked at $1.1M in Q4 2025.
  • 2,532 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.