SkyOak Wealth’s Bristol-Myers Squibb BMY Stock Holding History

SkyOak Wealth’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	$240K	Hold	4,171	–	–	0.04%	217
2026 Q1	$253K	Hold	4,171	–	–	0.05%	204
2025 Q4	$225K	Buy	+4,171	New	+$201K	0.04%	223
2025 Q2	–	Sell	-4,171	Closed	-$254K	–	250
2025 Q1	$254K	Hold	4,171	–	–	0.06%	190
2024 Q4	$236K	Buy	+4,171	New	+$233K	0.05%	216
2023 Q4	–	Sell	-4,021	Closed	-$233K	–	246
2023 Q3	$233K	Sell	4,021 -65	-2%	-$3.98K	0.07%	202
2023 Q2	$261K	Sell	4,086 -1,500	-27%	-$101K	0.07%	189
2023 Q1	$387K	Buy	5,586 +1,700	+44%	+$120K	0.12%	137
2022 Q4	$280K	Sell	3,886 -45	-1%	-$3.39K	0.09%	167
2022 Q3	$279K	Hold	3,931	–	–	0.1%	163
2022 Q2	$303K	Sell	3,931 -266	-6%	-$20.3K	0.1%	158
2022 Q1	$306K	Buy	4,197 +3	+0.1%	+$201	0.09%	176
2021 Q4	$261K	Buy	4,194 +3	+0.1%	+$176	0.07%	191
2021 Q3	$248K	Buy	4,191 +3	+0.1%	+$198	0.07%	201
2021 Q2	$280K	Buy	4,188 +3	+0.1%	+$196	0.07%	182
2021 Q1	$276K	Buy	4,185 +2	+0%	+$124	0.08%	177
2020 Q4	$259K	Buy	4,183 +48	+1%	+$2.95K	0.08%	178
2020 Q3	$249K	Sell	4,135 -565	-12%	-$34K	0.09%	166
2020 Q2	$276K	Buy	4,700 +45	+1%	+$2.69K	0.1%	199
2020 Q1	$259K	Sell	4,655 -638	-12%	-$39K	0.13%	173
2019 Q4	$340K	Buy	+5,293	New	+$303K	0.11%	214

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

SkyOak Wealth's BMY Position: Q2 2026 in Review

SkyOak Wealth held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 4,171 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #217.

SkyOak Wealth first reported a position in BMY in Q4 2019 and has held it in 21 quarters since. The position peaked at $387K in Q1 2023. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

SkyOak Wealth held 4,171 shares of Bristol-Myers Squibb worth $240K as of Q2 2026.
SkyOak Wealth left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #217 holding.
SkyOak Wealth first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 21 quarters since.
SkyOak Wealth's Bristol-Myers Squibb position peaked at $387K in Q1 2023.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.