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PlanVest Financial’s Bristol-Myers Squibb BMY Stock Holding History

PlanVest Financial’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 		$49.1K Hold
852
– – 0.03% 226
2026
Q1 		$51.7K Buy
+852
New +$49.7K 0.04% 202

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
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

PlanVest Financial's BMY Position: Q2 2026 in Review

PlanVest Financial held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 852 shares worth $49.1K. The position accounts for 0.03% of the portfolio, ranked #226.

PlanVest Financial first reported a position in BMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $51.7K in Q1 2026. 2,462 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • PlanVest Financial held 852 shares of Bristol-Myers Squibb worth $49.1K as of Q2 2026.
  • PlanVest Financial left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #226 holding.
  • PlanVest Financial first reported a position in Bristol-Myers Squibb in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Bristol-Myers Squibb position peaked at $51.7K in Q1 2026.
  • 2,462 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.