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Silver Oak Securities’s Bristol-Myers Squibb BMY Stock Holding History

Silver Oak Securities’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 		$526K Buy
9,134
+151
+2% +$8.67K 0.03% 454
2026
Q1 		$545K Buy
8,983
+2,137
+31% +$125K 0.04% 407
2025
Q4 		$371K Sell
6,846
-3,726
-35% -$179K 0.03% 554
2025
Q3 		$477K Buy
10,572
+4,278
+68% +$200K 0.04% 441
2025
Q2 		$291K Sell
6,294
-120
-2% -$5.89K 0.02% 547
2025
Q1 		$385K Sell
6,414
-583
-8% -$34K 0.04% 432
2024
Q4 		$392K Buy
6,997
+3,030
+76% +$169K 0.04% 438
2024
Q3 		$200K Buy
+3,967
New +$186K 0.02% 490

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 $3.38T AUM 44.17% 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

Silver Oak Securities's BMY Position: Q2 2026 in Review

Silver Oak Securities increased its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, buying an estimated $8.67K and bringing the position to 9,134 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #454.

Silver Oak Securities first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $545K in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Silver Oak Securities held 9,134 shares of Bristol-Myers Squibb worth $526K as of Q2 2026.
  • Silver Oak Securities bought 151 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.67K.
  • Bristol-Myers Squibb made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #454 holding.
  • Silver Oak Securities first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
  • Silver Oak Securities's Bristol-Myers Squibb position peaked at $545K in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.