R Squared’s Bristol-Myers Squibb BMY Stock Holding History

R Squared’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	-4,302	Closed	-$261K	–	544
2026 Q1	$261K	Sell	4,302 -17,443	-80%	-$1.02M	0.14%	246
2025 Q4	$1.17M	Sell	21,745 -25,147	-54%	-$1.21M	0.55%	30
2025 Q3	$2.11M	Buy	46,892 +34,248	+271%	+$1.6M	0.91%	14
2025 Q2	$585K	Buy	+12,644	New	+$621K	0.32%	81
2025 Q1	–	Sell	-710	Closed	-$40.2K	–	464
2024 Q4	$40.2K	Buy	+710	New	+$39.7K	0.04%	589

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

R Squared's BMY Position: Q2 2026 in Review

R Squared sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,302 shares — an estimated $261K sold.

R Squared first reported a position in BMY in Q4 2024 and held it in 5 quarters. The position peaked at $2.11M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

R Squared reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
R Squared sold 4,302 Bristol-Myers Squibb shares in Q2 2026, an estimated $261K.
R Squared first reported a position in Bristol-Myers Squibb in Q4 2024 and held it in 5 quarters.
R Squared's Bristol-Myers Squibb position peaked at $2.11M in Q3 2025.
2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.