SCS Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

SCS Capital Management’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	-4,855	Closed	-$294K	–	488
2026 Q1	$294K	Buy	4,855 +131	+3%	+$7.64K	﹤0.01%	415
2025 Q4	$255K	Sell	4,724 -1,406	-23%	-$67.6K	﹤0.01%	448
2025 Q3	$276K	Sell	6,130 -841	-12%	-$39.3K	﹤0.01%	459
2025 Q2	$323K	Sell	6,971 -1,087	-13%	-$53.4K	﹤0.01%	454
2025 Q1	$491K	Buy	+8,058	New	+$470K	0.01%	352

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

SCS Capital Management's BMY Position: Q2 2026 in Review

SCS Capital Management sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,855 shares — an estimated $294K sold.

SCS Capital Management first reported a position in BMY in Q1 2025 and held it in 5 quarters. The position peaked at $491K in Q1 2025. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

SCS Capital Management reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
SCS Capital Management sold 4,855 Bristol-Myers Squibb shares in Q2 2026, an estimated $294K.
SCS Capital Management first reported a position in Bristol-Myers Squibb in Q1 2025 and held it in 5 quarters.
SCS Capital Management's Bristol-Myers Squibb position peaked at $491K in Q1 2025.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.