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Relyea Zuckerberg Hanson’s Bristol-Myers Squibb BMY Stock Holding History

Relyea Zuckerberg Hanson’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 		$304K Sell
5,275
-250
-5% -$14.4K 0.03% 240
2026
Q1 		$335K Buy
5,525
+1,485
+37% +$86.6K 0.03% 204
2025
Q4 		$218K Buy
+4,040
New +$194K 0.02% 249
2025
Q2 		– Sell
-5,301
Closed -$323K – 262
2025
Q1 		$323K Sell
5,301
-396
-7% -$23.1K 0.04% 198
2024
Q4 		$322K Buy
5,697
+1,101
+24% +$61.5K 0.04% 195
2024
Q3 		$238K Buy
+4,596
New +$216K 0.04% 223
2024
Q1 		– Sell
-6,015
Closed -$309K – 237
2023
Q4 		$309K Buy
6,015
+604
+11% +$31.7K 0.06% 165
2023
Q3 		$314K Sell
5,411
-992
-15% -$60.8K 0.07% 141
2023
Q2 		$409K Buy
6,403
+2,023
+46% +$136K 0.09% 124
2023
Q1 		$304K Sell
4,380
-266
-6% -$18.8K 0.07% 138
2022
Q4 		$334K Buy
4,646
+806
+21% +$60.8K 0.1% 123
2022
Q3 		$273K Buy
3,840
+44
+1% +$3.19K 0.1% 119
2022
Q2 		$292K Buy
3,796
+644
+20% +$49K 0.11% 116
2022
Q1 		$242K Buy
+3,152
New +$212K 0.08% 140
2021
Q3 		– Sell
-3,794
Closed -$254K – 144
2021
Q2 		$254K Buy
+3,794
New +$247K 0.1% 116
2021
Q1 		– Sell
-5,230
Closed -$324K – 127
2020
Q4 		$324K Sell
5,230
-50
-0.9% -$3.07K 0.17% 87
2020
Q3 		$319K Sell
5,280
-1,663
-24% -$100K 0.21% 82
2020
Q2 		$408K Sell
6,943
-455
-6% -$27.2K 0.33% 66
2020
Q1 		$412K Hold
7,398
– – 0.45% 54
2019
Q4 		$475K Buy
+7,398
New +$424K 0.46% 50

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 $3.37T AUM 44.26% 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

Relyea Zuckerberg Hanson's BMY Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Bristol-Myers Squibb (BMY) stake by 4.5% in Q2 2026, selling an estimated $14.4K and leaving 5,275 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #240.

Relyea Zuckerberg Hanson first reported a position in BMY in Q4 2019 and has held it in 20 quarters since. The position peaked at $475K in Q4 2019. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Relyea Zuckerberg Hanson held 5,275 shares of Bristol-Myers Squibb worth $304K as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 250 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.4K.
  • Bristol-Myers Squibb made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #240 holding.
  • Relyea Zuckerberg Hanson first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 20 quarters since.
  • Relyea Zuckerberg Hanson's Bristol-Myers Squibb position peaked at $475K in Q4 2019.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.