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Pure Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Pure Financial 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 		$1.3M Buy
22,483
+2,308
+11% +$133K 0.02% 220
2026
Q1 		$1.22M Buy
20,175
+5,231
+35% +$305K 0.02% 203
2025
Q4 		$806K Buy
14,944
+2,627
+21% +$126K 0.01% 241
2025
Q3 		$555K Sell
12,317
-120
-1% -$5.6K 0.01% 289
2025
Q2 		$576K Buy
12,437
+3,263
+36% +$160K 0.01% 268
2025
Q1 		$560K Buy
9,174
+1,366
+17% +$79.6K 0.01% 225
2024
Q4 		$442K Buy
7,808
+2,538
+48% +$142K 0.01% 235
2024
Q3 		$273K Buy
5,270
+133
+3% +$6.24K 0.01% 286
2024
Q2 		$213K Sell
5,137
-176
-3% -$7.88K 0.01% 300
2024
Q1 		$288K Sell
5,313
-1,716
-24% -$87.4K 0.01% 259
2023
Q4 		$361K Buy
7,029
+1,299
+23% +$68.2K 0.01% 228
2023
Q3 		$333K Sell
5,730
-1,309
-19% -$80.2K 0.01% 206
2023
Q2 		$450K Sell
7,039
-658
-9% -$44.1K 0.02% 172
2023
Q1 		$533K Buy
7,697
+903
+13% +$63.7K 0.02% 158
2022
Q4 		$489K Sell
6,794
-358
-5% -$27K 0.03% 157
2022
Q3 		$508K Buy
7,152
+2,547
+55% +$185K 0.03% 150
2022
Q2 		$355K Buy
4,605
+96
+2% +$7.31K 0.02% 180
2022
Q1 		$329K Buy
4,509
+767
+20% +$51.5K 0.02% 173
2021
Q4 		$233K Buy
3,742
+184
+5% +$10.8K 0.01% 195
2021
Q3 		$211K Buy
3,558
+112
+3% +$7.38K 0.02% 183
2021
Q2 		$230K Sell
3,446
-70
-2% -$4.56K 0.02% 183
2021
Q1 		$222K Buy
3,516
+29
+0.8% +$1.8K 0.02% 177
2020
Q4 		$216K Hold
3,487
– – 0.03% 168
2020
Q3 		$210K Hold
3,487
– – 0.03% 148
2020
Q2 		$205K Buy
+3,487
New +$209K 0.03% 137
2020
Q1 		– Sell
-3,785
Closed -$243K – 130
2019
Q4 		$243K Buy
+3,785
New +$217K 0.04% 125
2018
Q4 		– Sell
-3,239
Closed -$201K – 149
2018
Q3 		$201K Buy
+3,239
New +$192K 0.04% 135

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

Pure Financial Advisors's BMY Position: Q2 2026 in Review

Pure Financial Advisors increased its Bristol-Myers Squibb (BMY) stake by 11% in Q2 2026, buying an estimated $133K and bringing the position to 22,483 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #220.

Pure Financial Advisors first reported a position in BMY in Q3 2018 and has held it in 27 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Pure Financial Advisors held 22,483 shares of Bristol-Myers Squibb worth $1.3M as of Q2 2026.
  • Pure Financial Advisors bought 2,308 Bristol-Myers Squibb shares in Q2 2026, an estimated $133K.
  • Bristol-Myers Squibb made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #220 holding.
  • Pure Financial Advisors first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 27 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.