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

Planning Strategies’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 		$78.4K Buy
+1,361
New +$78.2K 0.05% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Strategies's BMY Position: Q2 2026 in Review

Planning Strategies opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 1,361 shares worth $78.4K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

2,401 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Planning Strategies held 1,361 shares of Bristol-Myers Squibb worth $78.4K as of Q2 2026.
  • Bristol-Myers Squibb was a new Planning Strategies position in Q2 2026.
  • Bristol-Myers Squibb made up 0.05% of Planning Strategies's portfolio in Q2 2026, its #125 holding.
  • 2,401 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.