Roehl & Yi Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Roehl & Yi Investment Advisors’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	-3,781	Closed	-$229K	–	197
2026 Q1	$229K	Buy	+3,781	New	+$220K	0.09%	155
2025 Q2	–	Sell	-3,499	Closed	-$213K	–	159
2025 Q1	$213K	Buy	+3,499	New	+$204K	0.12%	144

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

Roehl & Yi Investment Advisors's BMY Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,781 shares — an estimated $229K sold.

Roehl & Yi Investment Advisors first reported a position in BMY in Q1 2025 and held it in 2 quarters. The position peaked at $229K in Q1 2026. 2,513 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Roehl & Yi Investment Advisors reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Roehl & Yi Investment Advisors sold 3,781 Bristol-Myers Squibb shares in Q2 2026, an estimated $229K.
Roehl & Yi Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 2 quarters.
Roehl & Yi Investment Advisors's Bristol-Myers Squibb position peaked at $229K in Q1 2026.
2,513 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.