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Principal Securities’s Bristol-Myers Squibb BMY Stock Holding History

Principal Securities’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 		$4.09M Buy
71,067
+8,555
+14% +$491K 0.05% 339
2026
Q1 		$3.79M Buy
62,512
+5,585
+10% +$326K 0.06% 319
2025
Q4 		$3.07M Buy
56,927
+11,378
+25% +$547K 0.05% 340
2025
Q3 		$2.05M Buy
45,549
+1,167
+3% +$54.5K 0.03% 453
2025
Q2 		$2.05M Sell
44,382
-551
-1% -$27K 0.04% 404
2025
Q1 		$2.54M Buy
44,933
+133
+0.3% +$7.75K 0.06% 298
2024
Q4 		$2.53M Buy
44,800
+7,204
+19% +$403K 0.06% 298
2024
Q3 		$1.95M Buy
37,596
+9,652
+35% +$453K 0.05% 357
2024
Q2 		$1.16M Buy
27,944
+3,171
+13% +$142K 0.03% 445
2024
Q1 		$1.34M Buy
24,773
+2,572
+12% +$131K 0.04% 378
2023
Q4 		$1.14M Buy
+22,201
New +$1.17M 0.04% 375

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

Principal Securities's BMY Position: Q2 2026 in Review

Principal Securities increased its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, buying an estimated $491K and bringing the position to 71,067 shares worth $4.09M. The position accounts for 0.05% of the portfolio, ranked #339.

Principal Securities first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Principal Securities held 71,067 shares of Bristol-Myers Squibb worth $4.09M as of Q2 2026.
  • Principal Securities bought 8,555 Bristol-Myers Squibb shares in Q2 2026, an estimated $491K.
  • Bristol-Myers Squibb made up 0.05% of Principal Securities's portfolio in Q2 2026, its #339 holding.
  • Principal Securities first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.