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

Strategic 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 		$120K Buy
2,088
+430
+26% +$24.7K 0.01% 373
2026
Q1 		$101K Buy
+1,658
New +$96.7K 0.01% 386
2024
Q2 		– Sell
-8,971
Closed -$486K – 236
2024
Q1 		$486K Buy
8,971
+734
+9% +$37.4K 0.06% 179
2023
Q4 		$423K Buy
+8,237
New +$432K 0.06% 180
2023
Q3 		– Sell
-12,134
Closed -$776K – 232
2023
Q2 		$776K Sell
12,134
-360
-3% -$24.1K 0.11% 98
2023
Q1 		$866K Sell
12,494
-123
-1% -$8.68K 0.16% 93
2022
Q4 		$908K Buy
12,617
+970
+8% +$73.1K 0.19% 87
2022
Q3 		$828K Buy
+11,647
New +$845K 0.19% 89
2021
Q3 		– Sell
-13,719
Closed -$917K – 182
2021
Q2 		$917K Buy
13,719
+5,470
+66% +$357K 0.21% 101
2021
Q1 		$521K Buy
8,249
+550
+7% +$34.2K 0.14% 126
2020
Q4 		$478K Sell
7,699
-1,342
-15% -$82.5K 0.14% 128
2020
Q3 		$545K Buy
9,041
+49
+0.5% +$2.95K 0.18% 89
2020
Q2 		$529K Buy
8,992
+1,905
+27% +$114K 0.2% 90
2020
Q1 		$395K Buy
7,087
+591
+9% +$36.1K 0.18% 94
2019
Q4 		$417K Buy
6,496
+597
+10% +$34.2K 0.17% 95
2019
Q3 		$299K Buy
5,899
+918
+18% +$43.1K 0.14% 113
2019
Q2 		$225K Buy
4,981
+737
+17% +$34.3K 0.12% 135
2019
Q1 		$202K Buy
+4,244
New +$211K 0.14% 131

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 $3.37T AUM 44.26% 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

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

Strategic Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, buying an estimated $24.7K and bringing the position to 2,088 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #373.

Strategic Investment Advisors first reported a position in BMY in Q1 2019 and has held it in 18 quarters since. The position peaked at $917K in Q2 2021. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Strategic Investment Advisors held 2,088 shares of Bristol-Myers Squibb worth $120K as of Q2 2026.
  • Strategic Investment Advisors bought 430 Bristol-Myers Squibb shares in Q2 2026, an estimated $24.7K.
  • Bristol-Myers Squibb made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • Strategic Investment Advisors first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 18 quarters since.
  • Strategic Investment Advisors's Bristol-Myers Squibb position peaked at $917K in Q2 2021.
  • 2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.