PYA Waltman Capital’s Bristol-Myers Squibb BMY Stock Holding History

PYA Waltman Capital’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	–	Sell	-3,737	Closed	-$227K	–	69
2026 Q1	$227K	Hold	3,737	–	–	0.06%	64
2025 Q4	$202K	Buy	+3,737	New	+$180K	0.05%	75
2025 Q2	–	Sell	-3,925	Closed	-$239K	–	77
2025 Q1	$239K	Hold	3,925	–	–	0.08%	69
2024 Q4	$222K	Hold	3,925	–	–	0.07%	72
2024 Q3	$203K	Buy	+3,925	New	+$184K	0.07%	71
2024 Q2	–	Sell	-3,925	Closed	-$213K	–	67
2024 Q1	$213K	Hold	3,925	–	–	0.08%	63
2023 Q4	$201K	Hold	3,925	–	–	0.08%	65
2023 Q3	$228K	Sell	3,925 -530	-12%	-$32.5K	0.1%	59
2023 Q2	$275K	Buy	4,455 +530	+14%	+$35.5K	0.12%	57
2023 Q1	$272K	Hold	3,925	–	–	0.14%	54
2022 Q4	$282K	Hold	3,925	–	–	0.15%	50
2022 Q3	$279K	Hold	3,925	–	–	0.16%	42
2022 Q2	$302K	Hold	3,925	–	–	0.17%	33
2022 Q1	$287K	Hold	3,925	–	–	0.14%	35
2021 Q4	$245K	Buy	+3,925	New	+$230K	0.13%	37

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

PYA Waltman Capital's BMY Position: Q2 2026 in Review

PYA Waltman Capital sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,737 shares — an estimated $227K sold.

PYA Waltman Capital first reported a position in BMY in Q4 2021 and held it in 15 quarters. The position peaked at $302K in Q2 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

PYA Waltman Capital reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
PYA Waltman Capital sold 3,737 Bristol-Myers Squibb shares in Q2 2026, an estimated $227K.
PYA Waltman Capital first reported a position in Bristol-Myers Squibb in Q4 2021 and held it in 15 quarters.
PYA Waltman Capital's Bristol-Myers Squibb position peaked at $302K in Q2 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.