Prudent Man Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Prudent Man Advisors’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	$697K	Buy	12,088 +1,375	+13%	+$79K	0.16%	102
2026 Q1	$650K	Buy	10,713 +3,659	+52%	+$213K	0.19%	97
2025 Q4	$380K	Sell	7,054 -87	-1%	-$4.18K	0.14%	109
2025 Q3	$322K	Sell	7,141 -5,162	-42%	-$241K	0.12%	119
2025 Q2	$570K	Sell	12,303 -282	-2%	-$13.8K	0.18%	117
2025 Q1	$768K	Buy	12,585 +273	+2%	+$15.9K	0.28%	84
2024 Q4	$696K	Sell	12,312 -2,244	-15%	-$125K	0.25%	88
2024 Q3	$753K	Buy	14,556 +3,551	+32%	+$167K	0.25%	96
2024 Q2	$457K	Buy	11,005 +420	+4%	+$18.8K	0.16%	120
2024 Q1	$574K	Sell	10,585 -965	-8%	-$49.2K	0.22%	113
2023 Q4	$593K	Sell	11,550 -683	-6%	-$35.9K	0.22%	103
2023 Q3	$710K	Hold	12,233	–	–	0.28%	80
2023 Q2	$782K	Sell	12,233 -147	-1%	-$9.86K	0.29%	72
2023 Q1	$858K	Sell	12,380 -283	-2%	-$20K	0.34%	64
2022 Q4	$911K	Sell	12,663 -33	-0.3%	-$2.49K	0.37%	60
2022 Q3	$903K	Buy	12,696 +740	+6%	+$53.7K	0.43%	44
2022 Q2	$921K	Buy	+11,956	New	+$911K	0.43%	44

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

Prudent Man Advisors's BMY Position: Q2 2026 in Review

Prudent Man Advisors increased its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, buying an estimated $79K and bringing the position to 12,088 shares worth $697K. The position accounts for 0.16% of the portfolio, ranked #102.

Prudent Man Advisors first reported a position in BMY in Q2 2022 and has held it in 17 quarters since. The position peaked at $921K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Prudent Man Advisors held 12,088 shares of Bristol-Myers Squibb worth $697K as of Q2 2026.
Prudent Man Advisors bought 1,375 Bristol-Myers Squibb shares in Q2 2026, an estimated $79K.
Bristol-Myers Squibb made up 0.16% of Prudent Man Advisors's portfolio in Q2 2026, its #102 holding.
Prudent Man Advisors first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 17 quarters since.
Prudent Man Advisors's Bristol-Myers Squibb position peaked at $921K in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.