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

Pinion 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 		$240K Buy
+4,158
New +$239K 0.05% 189
2021
Q3 		– Sell
-4,480
Closed -$299K – 148
2021
Q2 		$299K Sell
4,480
-474
-10% -$30.9K 0.24% 125
2021
Q1 		$313K Buy
4,954
+335
+7% +$20.8K 0.29% 116
2020
Q4 		$287K Sell
4,619
-823
-15% -$50.6K 0.3% 112
2020
Q3 		$320K Hold
5,442
– – 0.48% 83
2020
Q2 		$320K Buy
+5,442
New +$326K 0.48% 83

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 $3.38T AUM 44.17% 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

Pinion Investment Advisors's BMY Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 4,158 shares worth $240K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in BMY as recently as Q2 2021.

Pinion Investment Advisors first reported a position in BMY in Q2 2020 and has held it in 6 quarters since. The position peaked at $320K in Q3 2020. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Pinion Investment Advisors held 4,158 shares of Bristol-Myers Squibb worth $240K as of Q2 2026.
  • Bristol-Myers Squibb was a new Pinion Investment Advisors position in Q2 2026.
  • Bristol-Myers Squibb made up 0.05% of Pinion Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Pinion Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2020 and has held it in 6 quarters since.
  • Pinion Investment Advisors's Bristol-Myers Squibb position peaked at $320K in Q3 2020.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.