Opinicus Capital’s Bristol-Myers Squibb BMY Stock Holding History

Opinicus Capital’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	$520K	Sell	9,025 -3,825	-30%	-$220K	0.28%	68
2026 Q1	$779K	Buy	12,850 +1,148	+10%	+$66.9K	0.55%	53
2025 Q4	$631K	Sell	11,702 -6,373	-35%	-$307K	0.44%	60
2025 Q3	$815K	Sell	18,075 -1,252	-6%	-$58.5K	0.56%	54
2025 Q2	$895K	Buy	19,327 +2,426	+14%	+$119K	0.68%	48
2025 Q1	$1.03M	Sell	16,901 -919	-5%	-$53.6K	0.91%	34
2024 Q4	$1.01M	Buy	17,820 +486	+3%	+$27.2K	0.85%	36
2024 Q3	$897K	Buy	17,334 +1,294	+8%	+$60.7K	0.72%	43
2024 Q2	$666K	Buy	16,040 +2,441	+18%	+$109K	0.56%	52
2024 Q1	$737K	Buy	13,599 +5,319	+64%	+$271K	0.65%	49
2023 Q4	$425K	Buy	+8,280	New	+$435K	0.43%	62

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

Opinicus Capital's BMY Position: Q2 2026 in Review

Opinicus Capital reduced its Bristol-Myers Squibb (BMY) stake by 30% in Q2 2026, selling an estimated $220K and leaving 9,025 shares worth $520K. The position accounts for 0.28% of the portfolio, ranked #68.

Opinicus Capital first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Opinicus Capital held 9,025 shares of Bristol-Myers Squibb worth $520K as of Q2 2026.
Opinicus Capital sold 3,825 Bristol-Myers Squibb shares in Q2 2026, an estimated $220K.
Bristol-Myers Squibb made up 0.28% of Opinicus Capital's portfolio in Q2 2026, its #68 holding.
Opinicus Capital first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Opinicus Capital's Bristol-Myers Squibb position peaked at $1.03M in Q1 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.