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Sovran Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Sovran 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 		$662K Buy
10,409
+1,685
+19% +$96.8K 0.05% 318
2026
Q1 		$529K Buy
8,724
+3,047
+54% +$178K 0.04% 354
2025
Q4 		$321K Sell
5,677
-608
-10% -$29.2K 0.03% 433
2025
Q3 		$287K Buy
6,285
+100
+2% +$4.67K 0.03% 441
2025
Q2 		$291K Sell
6,185
-654
-10% -$32.1K 0.03% 405
2025
Q1 		$337K Buy
6,839
+1,932
+39% +$113K 0.04% 354
2024
Q4 		$274K Buy
+4,907
New +$274K 0.04% 351

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

Sovran Advisors's BMY Position: Q2 2026 in Review

Sovran Advisors increased its Bristol-Myers Squibb (BMY) stake by 19% in Q2 2026, buying an estimated $96.8K and bringing the position to 10,409 shares worth $662K. The position accounts for 0.05% of the portfolio, ranked #318.

Sovran Advisors first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Sovran Advisors held 10,409 shares of Bristol-Myers Squibb worth $662K as of Q2 2026.
  • Sovran Advisors bought 1,685 Bristol-Myers Squibb shares in Q2 2026, an estimated $96.8K.
  • Bristol-Myers Squibb made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #318 holding.
  • Sovran Advisors first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.