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Soltis Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Soltis Investment Advisors’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 		$2.45M Buy
42,594
+23,418
+122% +$1.34M 0.14% 146
2026
Q1 		$1.16M Buy
19,176
+5,875
+44% +$342K 0.07% 200
2025
Q4 		$717K Buy
13,301
+8,401
+171% +$404K 0.05% 256
2025
Q3 		$221K Buy
+4,900
New +$229K 0.02% 440
2025
Q2 		– Sell
-48,311
Closed -$2.95M – 396
2025
Q1 		$2.95M Buy
48,311
+40,468
+516% +$2.36M 0.26% 97
2024
Q4 		$444K Buy
7,843
+461
+6% +$25.8K 0.04% 249
2024
Q3 		$382K Buy
7,382
+573
+8% +$26.9K 0.04% 253
2024
Q2 		$283K Buy
6,809
+631
+10% +$28.2K 0.03% 268
2024
Q1 		$335K Sell
6,178
-2,038
-25% -$104K 0.04% 238
2023
Q4 		$422K Buy
8,216
+1,514
+23% +$79.5K 0.05% 200
2023
Q3 		$389K Sell
6,702
-1,007
-13% -$61.7K 0.05% 192
2023
Q2 		$493K Buy
7,709
+49
+0.6% +$3.29K 0.06% 174
2023
Q1 		$531K Buy
7,660
+93
+1% +$6.56K 0.07% 169
2022
Q4 		$544K Sell
7,567
-1,832
-19% -$138K 0.07% 164
2022
Q3 		$668K Buy
9,399
+3,646
+63% +$264K 0.1% 144
2022
Q2 		$443K Buy
5,753
+1,063
+23% +$81K 0.06% 167
2022
Q1 		$342K Buy
4,690
+74
+2% +$4.97K 0.05% 192
2021
Q4 		$288K Sell
4,616
-166
-3% -$9.74K 0.04% 212
2021
Q3 		$283K Buy
4,782
+43
+0.9% +$2.83K 0.04% 201
2021
Q2 		$317K Buy
4,739
+1,495
+46% +$97.5K 0.05% 193
2021
Q1 		$205K Sell
3,244
-277
-8% -$17.2K 0.04% 205
2020
Q4 		$218K Sell
3,521
-947
-21% -$58.2K 0.04% 203
2020
Q3 		$269K Buy
+4,468
New +$269K 0.06% 174

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

Soltis Investment Advisors's BMY Position: Q2 2026 in Review

Soltis Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 122% in Q2 2026, buying an estimated $1.34M and bringing the position to 42,594 shares worth $2.45M. The position accounts for 0.14% of the portfolio, ranked #146.

Soltis Investment Advisors first reported a position in BMY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.95M in Q1 2025. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Soltis Investment Advisors held 42,594 shares of Bristol-Myers Squibb worth $2.45M as of Q2 2026.
  • Soltis Investment Advisors bought 23,418 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.34M.
  • Bristol-Myers Squibb made up 0.14% of Soltis Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Soltis Investment Advisors first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 23 quarters since.
  • Soltis Investment Advisors's Bristol-Myers Squibb position peaked at $2.95M in Q1 2025.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.