Operose Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Operose 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 Q2	$28.8K	Sell	500 -338	-40%	-$19.4K	0.01%	355
2026 Q1	$50.8K	Buy	838 +338	+68%	+$19.7K	0.01%	283
2025 Q4	$27K	Hold	500	–	–	0.01%	324
2025 Q3	$22.6K	Hold	500	–	–	0.01%	318
2025 Q2	$23.1K	Hold	500	–	–	0.01%	288
2025 Q1	$30.5K	Sell	500 -181	-27%	-$10.6K	0.01%	250
2024 Q4	$38.5K	Sell	681 -1,936	-74%	-$108K	0.01%	228
2024 Q3	$135K	Sell	2,617 -195	-7%	-$9.15K	0.04%	174
2024 Q2	$117K	Sell	2,812 -4,425	-61%	-$198K	0.04%	177
2024 Q1	$392K	Buy	7,237 +6,125	+551%	+$312K	0.13%	105
2023 Q4	$57.1K	Sell	1,112 -584	-34%	-$30.7K	0.02%	210
2023 Q3	$98.4K	Buy	1,696 +612	+56%	+$37.5K	0.04%	213
2023 Q2	$69.3K	Sell	1,084 -187	-15%	-$12.5K	0.03%	146
2023 Q1	$88.1K	Sell	1,271 -400	-24%	-$28.2K	0.04%	123
2022 Q4	$120K	Buy	1,671 +225	+16%	+$17K	0.06%	103
2022 Q3	$103K	Buy	1,446 +187	+15%	+$13.6K	0.07%	95
2022 Q2	$97K	Hold	1,259	–	–	0.07%	99
2022 Q1	$92K	Hold	1,259	–	–	0.06%	111
2021 Q4	$78K	Buy	+1,259	New	+$73.9K	0.06%	107

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 $3.38T AUM 44.17% 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

Operose Advisors's BMY Position: Q2 2026 in Review

Operose Advisors reduced its Bristol-Myers Squibb (BMY) stake by 40% in Q2 2026, selling an estimated $19.4K and leaving 500 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #355.

Operose Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $392K in Q1 2024. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Operose Advisors held 500 shares of Bristol-Myers Squibb worth $28.8K as of Q2 2026.
Operose Advisors sold 338 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.4K.
Bristol-Myers Squibb made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #355 holding.
Operose Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Bristol-Myers Squibb position peaked at $392K in Q1 2024.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.