SageView Advisory Group’s Bristol-Myers Squibb BMY Stock Holding History

SageView Advisory 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	$532K	Buy	9,232 +342	+4%	+$19.6K	0.02%	353
2026 Q1	$539K	Sell	8,890 -2,144	-19%	-$125K	0.02%	341
2025 Q4	$595K	Buy	11,034 +1,036	+10%	+$49.8K	0.02%	333
2025 Q3	$451K	Sell	9,998 -2,087	-17%	-$97.5K	0.02%	406
2025 Q2	$574K	Sell	12,085 -406	-3%	-$19.9K	0.02%	345
2025 Q1	$762K	Buy	12,491 +647	+5%	+$37.7K	0.03%	267
2024 Q4	$670K	Buy	11,844 +7,168	+153%	+$401K	0.03%	290
2024 Q3	$242K	Sell	4,676 -2,021	-30%	-$94.8K	0.01%	453
2024 Q2	$278K	Sell	6,697 -3,274	-33%	-$146K	0.01%	457
2024 Q1	$541K	Sell	9,971 -2,398	-19%	-$122K	0.03%	309
2023 Q4	$611K	Sell	12,369 -1,920	-13%	-$101K	0.03%	352
2023 Q3	$829K	Sell	14,289 -3,527	-20%	-$216K	0.05%	238
2023 Q2	$1.14M	Buy	17,816 +3,194	+22%	+$214K	0.06%	199
2023 Q1	$1.01M	Sell	14,622 -386	-3%	-$27.2K	0.06%	204
2022 Q4	$1.08M	Buy	+15,008	New	+$1.13M	0.09%	149

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

SageView Advisory Group's BMY Position: Q2 2026 in Review

SageView Advisory Group increased its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, buying an estimated $19.6K and bringing the position to 9,232 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #353.

SageView Advisory Group first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2023. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

SageView Advisory Group held 9,232 shares of Bristol-Myers Squibb worth $532K as of Q2 2026.
SageView Advisory Group bought 342 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.6K.
Bristol-Myers Squibb made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #353 holding.
SageView Advisory Group first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Bristol-Myers Squibb position peaked at $1.14M in Q2 2023.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.