Portfolio Design Labs’s Bristol-Myers Squibb BMY Stock Holding History

Portfolio Design Labs’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	$708K	Buy	12,294 +52	+0.4%	+$2.99K	0.12%	140
2026 Q1	$742K	Buy	12,242 +4,027	+49%	+$235K	0.13%	151
2025 Q4	$443K	Buy	8,215 +1,291	+19%	+$62.1K	0.07%	159
2025 Q3	$312K	Sell	6,924 -52,276	-88%	-$2.44M	0.05%	168
2025 Q2	$2.74M	Buy	59,200 +8,779	+17%	+$431K	0.54%	56
2025 Q1	$3.08M	Sell	50,421 -215	-0.4%	-$12.5K	0.63%	54
2024 Q4	$2.86M	Buy	50,636 +12,930	+34%	+$722K	0.59%	49
2024 Q3	$1.95M	Buy	+37,706	New	+$1.77M	0.54%	59

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 $3.37T AUM 44.26% 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

Portfolio Design Labs's BMY Position: Q2 2026 in Review

Portfolio Design Labs increased its Bristol-Myers Squibb (BMY) stake by 0.42% in Q2 2026, buying an estimated $2.99K and bringing the position to 12,294 shares worth $708K. The position accounts for 0.12% of the portfolio, ranked #140.

Portfolio Design Labs first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.08M in Q1 2025. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Portfolio Design Labs held 12,294 shares of Bristol-Myers Squibb worth $708K as of Q2 2026.
Portfolio Design Labs bought 52 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.99K.
Bristol-Myers Squibb made up 0.12% of Portfolio Design Labs's portfolio in Q2 2026, its #140 holding.
Portfolio Design Labs first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Portfolio Design Labs's Bristol-Myers Squibb position peaked at $3.08M in Q1 2025.
2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.