Sherman Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Sherman Asset 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	$122K	Sell	2,117 -732	-26%	-$42K	0.09%	70
2026 Q1	$173K	Hold	2,849	–	–	0.16%	55
2025 Q4	$154K	Hold	2,849	–	–	0.13%	70
2025 Q3	$128K	Hold	2,849	–	–	0.11%	73
2025 Q2	$132K	Hold	2,849	–	–	0.12%	70
2025 Q1	$174K	Sell	2,849 -12	-0.4%	-$699	0.17%	62
2024 Q4	$162K	Buy	+2,861	New	+$160K	0.15%	65

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 $3.38T AUM 44.17% 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

Sherman Asset Management's BMY Position: Q2 2026 in Review

Sherman Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, selling an estimated $42K and leaving 2,117 shares worth $122K. The position accounts for 0.09% of the portfolio, ranked #70.

Sherman Asset Management first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Sherman Asset Management held 2,117 shares of Bristol-Myers Squibb worth $122K as of Q2 2026.
Sherman Asset Management sold 732 Bristol-Myers Squibb shares in Q2 2026, an estimated $42K.
Bristol-Myers Squibb made up 0.09% of Sherman Asset Management's portfolio in Q2 2026, its #70 holding.
Sherman Asset Management first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Bristol-Myers Squibb position peaked at $174K in Q1 2025.
2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.