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Savvy Advisors Inc’s Bristol-Myers Squibb BMY Stock Holding History

Savvy Advisors Inc’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 		$3.72M Buy
64,644
+2,117
+3% +$122K 0.08% 199
2026
Q1 		$3.79M Buy
62,527
+5,357
+9% +$312K 0.1% 156
2025
Q4 		$3.08M Buy
57,170
+9,893
+21% +$476K 0.1% 148
2025
Q3 		$2.13M Buy
47,277
+867
+2% +$40.5K 0.1% 145
2025
Q2 		$2.15M Buy
46,410
+18,835
+68% +$925K 0.14% 110
2025
Q1 		$1.68M Buy
27,575
+1,645
+6% +$95.9K 0.17% 98
2024
Q4 		$1.47M Buy
25,930
+21,107
+438% +$1.18M 0.18% 100
2024
Q3 		$250K Buy
+4,823
New +$226K 0.05% 293

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

Savvy Advisors Inc's BMY Position: Q2 2026 in Review

Savvy Advisors Inc increased its Bristol-Myers Squibb (BMY) stake by 3.4% in Q2 2026, buying an estimated $122K and bringing the position to 64,644 shares worth $3.72M. The position accounts for 0.08% of the portfolio, ranked #199.

Savvy Advisors Inc first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.79M in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Savvy Advisors Inc held 64,644 shares of Bristol-Myers Squibb worth $3.72M as of Q2 2026.
  • Savvy Advisors Inc bought 2,117 Bristol-Myers Squibb shares in Q2 2026, an estimated $122K.
  • Bristol-Myers Squibb made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #199 holding.
  • Savvy Advisors Inc first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Bristol-Myers Squibb position peaked at $3.79M in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.