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Optimist Retirement Group’s Bristol-Myers Squibb BMY Stock Holding History

Optimist Retirement Group’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 		$2.51M Sell
43,542
-956
-2% -$54.9K 0.97% 29
2026
Q1 		$2.7M Buy
44,498
+1,568
+4% +$91.4K 1.19% 17
2025
Q4 		$2.32M Sell
42,930
-2,883
-6% -$139K 1.06% 28
2025
Q3 		$2.07M Buy
45,813
+4,952
+12% +$231K 0.93% 41
2025
Q2 		$1.89M Buy
40,861
+1,725
+4% +$84.7K 0.91% 41
2025
Q1 		$2.39M Sell
39,136
-3,792
-9% -$221K 1.19% 20
2024
Q4 		$2.43M Sell
42,928
-708
-2% -$39.6K 1.15% 17
2024
Q3 		$2.26M Buy
+43,636
New +$2.05M 1.02% 31
2024
Q2 		– Sell
-38,663
Closed -$2.1M – 113
2024
Q1 		$2.1M Buy
38,663
+30,673
+384% +$1.56M 1.08% 20
2023
Q4 		$410K Buy
+7,990
New +$419K 0.27% 48

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

Optimist Retirement Group's BMY Position: Q2 2026 in Review

Optimist Retirement Group reduced its Bristol-Myers Squibb (BMY) stake by 2.1% in Q2 2026, selling an estimated $54.9K and leaving 43,542 shares worth $2.51M. The position accounts for 0.97% of the portfolio, ranked #29.

Optimist Retirement Group first reported a position in BMY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.7M in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Optimist Retirement Group held 43,542 shares of Bristol-Myers Squibb worth $2.51M as of Q2 2026.
  • Optimist Retirement Group sold 956 Bristol-Myers Squibb shares in Q2 2026, an estimated $54.9K.
  • Bristol-Myers Squibb made up 0.97% of Optimist Retirement Group's portfolio in Q2 2026, its #29 holding.
  • Optimist Retirement Group first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's Bristol-Myers Squibb position peaked at $2.7M in Q1 2026.
  • 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.