Penbrook Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Buy
6,615
+365
+6% +$21K 0.24% 75
2026
Q1
$379K Hold
6,250
0.29% 67
2025
Q4
$337K Buy
+6,250
New +$301K 0.23% 68

Other funds holding BMY

Penbrook Management's BMY Position: Q2 2026 in Review

Penbrook Management increased its Bristol-Myers Squibb (BMY) stake by 5.8% in Q2 2026, buying an estimated $21K and bringing the position to 6,615 shares worth $381K. The position accounts for 0.24% of the portfolio, ranked #75.

Penbrook Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Penbrook Management held 6,615 shares of Bristol-Myers Squibb worth $381K as of Q2 2026.
  • Penbrook Management bought 365 Bristol-Myers Squibb shares in Q2 2026, an estimated $21K.
  • Bristol-Myers Squibb made up 0.24% of Penbrook Management's portfolio in Q2 2026, its #75 holding.
  • Penbrook Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Penbrook Management's 13F filing for Q2 2026, filed 23 Jul 2026.