Pin Oak Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pin Oak Investment 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	$1K	Buy	+16	New	+$919	﹤0.01%	497
2025 Q2	–	Sell	-44	Closed	-$3K	–	449
2025 Q1	$3K	Hold	44	–	–	﹤0.01%	397
2024 Q4	$2K	Hold	44	–	–	﹤0.01%	428
2024 Q3	$2K	Hold	44	–	–	﹤0.01%	431
2024 Q2	$2K	Hold	44	–	–	﹤0.01%	425
2024 Q1	$2K	Hold	44	–	–	﹤0.01%	422
2023 Q4	$2K	Hold	44	–	–	﹤0.01%	429
2023 Q3	$3K	Hold	44	–	–	﹤0.01%	414
2023 Q2	$3K	Buy	+44	New	+$2.95K	﹤0.01%	401
2021 Q3	–	Sell	-11	Closed	-$1K	–	405
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	384
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	384
2020 Q4	$1K	Buy	+11	New	+$676	﹤0.01%	403
2019 Q2	–	Sell	-369	Closed	-$18K	–	465
2019 Q1	$18K	Hold	369	–	–	0.01%	263
2018 Q4	$19K	Sell	369 -80	-18%	-$4.3K	0.02%	247
2018 Q3	$28K	Sell	449 -100	-18%	-$5.93K	0.02%	229
2018 Q2	$30K	Hold	549	–	–	0.02%	229
2018 Q1	$35K	Sell	549 -100	-15%	-$6.43K	0.03%	217
2017 Q4	$40K	Buy	+649	New	+$40.6K	0.03%	211

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

Pin Oak Investment Advisors's BMY Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 16 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in BMY as recently as Q1 2025.

Pin Oak Investment Advisors first reported a position in BMY in Q4 2017 and has held it in 18 quarters since. The position peaked at $40K in Q4 2017. 2,531 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Pin Oak Investment Advisors held 16 shares of Bristol-Myers Squibb worth $1K as of Q2 2026.
Bristol-Myers Squibb was a new Pin Oak Investment Advisors position in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #497 holding.
Pin Oak Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 18 quarters since.
Pin Oak Investment Advisors's Bristol-Myers Squibb position peaked at $40K in Q4 2017.
2,531 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.