Purkiss Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Purkiss Capital 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	$2.11M	Hold	36,627	–	–	0.8%	35
2026 Q1	$2.22M	Hold	36,627	–	–	0.98%	27
2025 Q4	$1.98M	Hold	36,627	–	–	0.93%	24
2025 Q3	$1.65M	Hold	36,627	–	–	0.79%	29
2025 Q2	$1.7M	Sell	36,627 -1,182	-3%	-$58K	0.94%	22
2025 Q1	$2.31M	Buy	37,809 +83	+0.2%	+$4.84K	1.74%	7
2024 Q4	$2.13M	Buy	+37,726	New	+$2.11M	1.84%	8

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

Purkiss Capital Advisors's BMY Position: Q2 2026 in Review

Purkiss Capital Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 36,627 shares worth $2.11M. The position accounts for 0.8% of the portfolio, ranked #35.

Purkiss Capital Advisors first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Purkiss Capital Advisors held 36,627 shares of Bristol-Myers Squibb worth $2.11M as of Q2 2026.
Purkiss Capital Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.8% of Purkiss Capital Advisors's portfolio in Q2 2026, its #35 holding.
Purkiss Capital Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Bristol-Myers Squibb position peaked at $2.31M in Q1 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.