Pinnacle West Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Pinnacle West Asset Management’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	$830K	Hold	14,400	–	–	0.57%	50
2026 Q1	$873K	Buy	14,400 +50	+0.3%	+$2.92K	0.59%	47
2025 Q4	$774K	Buy	14,350 +300	+2%	+$14.4K	0.5%	56
2025 Q3	$634K	Buy	14,050 +375	+3%	+$17.5K	0.41%	63
2025 Q2	$633K	Sell	13,675 -50	-0.4%	-$2.45K	0.44%	62
2025 Q1	$837K	Buy	13,725 +175	+1%	+$10.2K	0.6%	48
2024 Q4	$766K	Hold	13,550	–	–	0.55%	51
2024 Q3	$701K	Buy	13,550 +300	+2%	+$14.1K	0.5%	62
2024 Q2	$550K	Buy	13,250 +195	+1%	+$8.72K	0.43%	64
2024 Q1	$708K	Sell	13,055 -85	-0.6%	-$4.33K	0.56%	55
2023 Q4	$674K	Buy	13,140 +467	+4%	+$24.5K	0.58%	55
2023 Q3	$736K	Buy	12,673 +430	+4%	+$26.3K	0.72%	48
2023 Q2	$783K	Sell	12,243 -92	-0.7%	-$6.17K	0.76%	49
2023 Q1	$855K	Buy	+12,335	New	+$870K	0.89%	42

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

Pinnacle West Asset Management's BMY Position: Q2 2026 in Review

Pinnacle West Asset Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 14,400 shares worth $830K. The position accounts for 0.57% of the portfolio, ranked #50.

Pinnacle West Asset Management first reported a position in BMY in Q1 2023 and has held it in 14 quarters since. The position peaked at $873K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Pinnacle West Asset Management held 14,400 shares of Bristol-Myers Squibb worth $830K as of Q2 2026.
Pinnacle West Asset Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.57% of Pinnacle West Asset Management's portfolio in Q2 2026, its #50 holding.
Pinnacle West Asset Management first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's Bristol-Myers Squibb position peaked at $873K in Q1 2026.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.