Regatta Capital Group’s Bristol-Myers Squibb BMY Stock Holding History

Regatta Capital Group’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	$236K	Sell	4,091 -165	-4%	-$9.47K	0.03%	202
2026 Q1	$258K	Hold	4,256	–	–	0.04%	185
2025 Q4	$230K	Buy	+4,256	New	+$205K	0.03%	191
2025 Q2	–	Sell	-6,145	Closed	-$375K	–	211
2025 Q1	$375K	Buy	6,145 +54	+0.9%	+$3.15K	0.07%	143
2024 Q4	$345K	Hold	6,091	–	–	0.07%	145
2024 Q3	$315K	Hold	6,091	–	–	0.06%	155
2024 Q2	$253K	Sell	6,091 -1,154	-16%	-$51.6K	0.05%	161
2024 Q1	$393K	Buy	7,245 +274	+4%	+$14K	0.09%	136
2023 Q4	$358K	Sell	6,971 -640	-8%	-$33.6K	0.09%	130
2023 Q3	$442K	Sell	7,611 -6	-0.1%	-$368	0.14%	105
2023 Q2	$487K	Hold	7,617	–	–	0.15%	104
2023 Q1	$548K	Hold	7,617	–	–	0.2%	97
2022 Q4	$548K	Buy	7,617 +6	+0.1%	+$452	0.2%	97
2022 Q3	$586K	Buy	7,611 +271	+4%	+$19.7K	0.24%	90
2022 Q2	$565K	Sell	7,340 -271	-4%	-$20.6K	0.27%	82
2022 Q1	$556K	Sell	7,611 -300	-4%	-$20.1K	0.19%	97
2021 Q4	$493K	Buy	+7,911	New	+$464K	0.17%	104

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

Regatta Capital Group's BMY Position: Q2 2026 in Review

Regatta Capital Group reduced its Bristol-Myers Squibb (BMY) stake by 3.9% in Q2 2026, selling an estimated $9.47K and leaving 4,091 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #202.

Regatta Capital Group first reported a position in BMY in Q4 2021 and has held it in 17 quarters since. The position peaked at $586K in Q3 2022. 2,526 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Regatta Capital Group held 4,091 shares of Bristol-Myers Squibb worth $236K as of Q2 2026.
Regatta Capital Group sold 165 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.47K.
Bristol-Myers Squibb made up 0.03% of Regatta Capital Group's portfolio in Q2 2026, its #202 holding.
Regatta Capital Group first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 17 quarters since.
Regatta Capital Group's Bristol-Myers Squibb position peaked at $586K in Q3 2022.
2,526 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.