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OneAscent Family Office’s Bristol-Myers Squibb BMY Stock Holding History

OneAscent Family Office’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 		$250K Buy
+4,344
New +$249K 0.13% 196

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

OneAscent Family Office's BMY Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 4,344 shares worth $250K. The stake represents 0.13% of the portfolio and ranks #196 among its holdings.

2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • OneAscent Family Office held 4,344 shares of Bristol-Myers Squibb worth $250K as of Q2 2026.
  • Bristol-Myers Squibb was a new OneAscent Family Office position in Q2 2026.
  • Bristol-Myers Squibb made up 0.13% of OneAscent Family Office's portfolio in Q2 2026, its #196 holding.
  • 2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.