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

Smartleaf 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	$2.3M	Hold	39,356	–	–	0.07%	232
2026 Q1	$2.35M	Buy	39,356 +5,293	+16%	+$309K	0.08%	215
2025 Q4	$1.85M	Buy	34,063 +5,932	+21%	+$285K	0.07%	250
2025 Q3	$1.24M	Buy	28,131 +7,185	+34%	+$336K	0.08%	270
2025 Q2	$971K	Sell	20,946 -1,743	-8%	-$85.6K	0.09%	257
2025 Q1	$1.36M	Buy	22,689 +752	+3%	+$43.8K	0.13%	175
2024 Q4	$1.23M	Buy	21,937 +7,629	+53%	+$426K	0.13%	174
2024 Q3	$728K	Sell	14,308 -1,133	-7%	-$53.1K	0.09%	244
2024 Q2	$641K	Buy	15,441 +5,687	+58%	+$254K	0.11%	220
2024 Q1	$519K	Buy	9,754 +2,693	+38%	+$137K	0.1%	214
2023 Q4	$359K	Buy	+7,061	New	+$371K	0.1%	208

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

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

Smartleaf Asset Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 39,356 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #232.

Smartleaf Asset Management first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Smartleaf Asset Management held 39,356 shares of Bristol-Myers Squibb worth $2.3M as of Q2 2026.
Smartleaf Asset Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.07% of Smartleaf Asset Management's portfolio in Q2 2026, its #232 holding.
Smartleaf Asset Management first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Bristol-Myers Squibb position peaked at $2.35M in Q1 2026.
2,524 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.