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PDS Planning’s Bristol-Myers Squibb BMY Stock Holding History

PDS Planning’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 		$401K Sell
6,958
-58
-0.8% -$3.33K 0.02% 337
2026
Q1 		$426K Buy
7,016
+464
+7% +$27K 0.03% 301
2025
Q4 		$353K Buy
6,552
+365
+6% +$17.6K 0.02% 336
2025
Q3 		$279K Sell
6,187
-1,713
-22% -$80K 0.02% 400
2025
Q2 		$366K Buy
7,900
+49
+0.6% +$2.4K 0.03% 306
2025
Q1 		$479K Buy
7,851
+1,115
+17% +$65K 0.04% 217
2024
Q4 		$381K Buy
6,736
+1,222
+22% +$68.3K 0.03% 232
2024
Q3 		$285K Buy
5,514
+699
+15% +$32.8K 0.03% 309
2024
Q2 		$200K Sell
4,815
-2,488
-34% -$111K 0.02% 364
2024
Q1 		$396K Buy
7,303
+743
+11% +$37.8K 0.04% 203
2023
Q4 		$337K Sell
6,560
-1,659
-20% -$87.1K 0.04% 214
2023
Q3 		$477K Buy
8,219
+563
+7% +$34.5K 0.06% 141
2023
Q2 		$490K Buy
7,656
+381
+5% +$25.5K 0.06% 137
2023
Q1 		$504K Buy
7,275
+1,347
+23% +$95K 0.07% 121
2022
Q4 		$426K Buy
5,928
+77
+1% +$5.81K 0.07% 111
2022
Q3 		$416K Buy
5,851
+368
+7% +$26.7K 0.08% 97
2022
Q2 		$422K Buy
5,483
+640
+13% +$48.7K 0.08% 108
2022
Q1 		$354K Buy
4,843
+699
+17% +$46.9K 0.06% 127
2021
Q4 		$258K Sell
4,144
-1,041
-20% -$61.1K 0.05% 156
2021
Q3 		$307K Buy
5,185
+665
+15% +$43.8K 0.07% 128
2021
Q2 		$302K Buy
4,520
+861
+24% +$56.1K 0.07% 127
2021
Q1 		$231K Buy
3,659
+48
+1% +$2.99K 0.07% 140
2020
Q4 		$224K Buy
+3,611
New +$222K 0.08% 136

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

PDS Planning's BMY Position: Q2 2026 in Review

PDS Planning reduced its Bristol-Myers Squibb (BMY) stake by 0.83% in Q2 2026, selling an estimated $3.33K and leaving 6,958 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #337.

PDS Planning first reported a position in BMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $504K in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • PDS Planning held 6,958 shares of Bristol-Myers Squibb worth $401K as of Q2 2026.
  • PDS Planning sold 58 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.33K.
  • Bristol-Myers Squibb made up 0.02% of PDS Planning's portfolio in Q2 2026, its #337 holding.
  • PDS Planning first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 23 quarters since.
  • PDS Planning's Bristol-Myers Squibb position peaked at $504K in Q1 2023.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.