Sandy Cove Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sandy Cove 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	$227K	Buy	3,932 +176	+5%	+$10.1K	0.06%	145
2026 Q1	$228K	Buy	+3,756	New	+$219K	0.07%	132
2025 Q2	–	Sell	-4,079	Closed	-$249K	–	133
2025 Q1	$249K	Buy	4,079 +255	+7%	+$14.9K	0.1%	109
2024 Q4	$216K	Buy	+3,824	New	+$214K	0.09%	119
2024 Q2	–	Sell	-4,615	Closed	-$250K	–	113
2024 Q1	$250K	Buy	4,615 +567	+14%	+$28.9K	0.12%	107
2023 Q4	$208K	Buy	4,048 +173	+4%	+$9.08K	0.11%	115
2023 Q3	$225K	Hold	3,875	–	–	0.13%	105
2023 Q2	$248K	Sell	3,875 -107	-3%	-$7.17K	0.14%	104
2023 Q1	$276K	Buy	3,982 +107	+3%	+$7.55K	0.2%	73
2022 Q4	$279K	Hold	3,875	–	–	0.22%	63
2022 Q3	$275K	Hold	3,875	–	–	0.25%	57
2022 Q2	$298K	Hold	3,875	–	–	0.27%	52
2022 Q1	$283K	Hold	3,875	–	–	0.24%	58
2021 Q4	$242K	Buy	+3,875	New	+$227K	0.2%	67

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

Sandy Cove Advisors's BMY Position: Q2 2026 in Review

Sandy Cove Advisors increased its Bristol-Myers Squibb (BMY) stake by 4.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,932 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #145.

Sandy Cove Advisors first reported a position in BMY in Q4 2021 and has held it in 14 quarters since. The position peaked at $298K in Q2 2022. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sandy Cove Advisors held 3,932 shares of Bristol-Myers Squibb worth $227K as of Q2 2026.
Sandy Cove Advisors bought 176 Bristol-Myers Squibb shares in Q2 2026, an estimated $10.1K.
Bristol-Myers Squibb made up 0.06% of Sandy Cove Advisors's portfolio in Q2 2026, its #145 holding.
Sandy Cove Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 14 quarters since.
Sandy Cove Advisors's Bristol-Myers Squibb position peaked at $298K in Q2 2022.
2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.