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Retirement Planning Company of New England’s Bristol-Myers Squibb BMY Stock Holding History

Retirement Planning Company of New England’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 		$627K Sell
10,883
-641
-6% -$36.8K 0.23% 120
2026
Q1 		$699K Buy
11,524
+18
+0.2% +$1.05K 0.28% 105
2025
Q4 		$621K Sell
11,506
-69
-0.6% -$3.32K 0.25% 105
2025
Q3 		$522K Buy
11,575
+363
+3% +$17K 0.21% 128
2025
Q2 		$519K Sell
11,212
-271
-2% -$13.3K 0.23% 126
2025
Q1 		$700K Sell
11,483
-57
-0.5% -$3.32K 0.35% 89
2024
Q4 		$653K Buy
11,540
+324
+3% +$18.1K 0.32% 94
2024
Q3 		$580K Buy
11,216
+582
+5% +$27.3K 0.29% 103
2024
Q2 		$442K Buy
10,634
+418
+4% +$18.7K 0.24% 118
2024
Q1 		$554K Sell
10,216
-2,882
-22% -$147K 0.3% 102
2023
Q4 		$672K Buy
13,098
+922
+8% +$48.4K 0.3% 99
2023
Q3 		$707K Buy
12,176
+150
+1% +$9.19K 0.39% 79
2023
Q2 		$769K Buy
12,026
+28
+0.2% +$1.88K 0.44% 75
2023
Q1 		$832K Sell
11,998
-54
-0.4% -$3.81K 0.5% 63
2022
Q4 		$867K Buy
12,052
+22
+0.2% +$1.66K 0.57% 57
2022
Q3 		$855K Buy
12,030
+642
+6% +$46.6K 0.62% 49
2022
Q2 		$876K Sell
11,388
-51
-0.4% -$3.88K 0.6% 52
2022
Q1 		$835K Sell
11,439
-225
-2% -$15.1K 0.47% 64
2021
Q4 		$727K Buy
+11,664
New +$684K 0.35% 79

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Retirement Planning Company of New England's BMY Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Bristol-Myers Squibb (BMY) stake by 5.6% in Q2 2026, selling an estimated $36.8K and leaving 10,883 shares worth $627K. The position accounts for 0.23% of the portfolio, ranked #120.

Retirement Planning Company of New England first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $876K in Q2 2022. 1,973 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Retirement Planning Company of New England held 10,883 shares of Bristol-Myers Squibb worth $627K as of Q2 2026.
  • Retirement Planning Company of New England sold 641 Bristol-Myers Squibb shares in Q2 2026, an estimated $36.8K.
  • Bristol-Myers Squibb made up 0.23% of Retirement Planning Company of New England's portfolio in Q2 2026, its #120 holding.
  • Retirement Planning Company of New England first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Bristol-Myers Squibb position peaked at $876K in Q2 2022.
  • 1,973 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.