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Strive Financial Group’s Bristol-Myers Squibb BMY Stock Holding History

Strive Financial Group’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 		$161K Sell
2,788
-186
-6% -$10.7K 0.07% 167
2026
Q1 		$180K Hold
2,974
– – 0.1% 124
2025
Q4 		$160K Buy
+2,974
New +$143K 0.08% 132

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

Strive Financial Group's BMY Position: Q2 2026 in Review

Strive Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 6.3% in Q2 2026, selling an estimated $10.7K and leaving 2,788 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #167.

Strive Financial Group first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Strive Financial Group held 2,788 shares of Bristol-Myers Squibb worth $161K as of Q2 2026.
  • Strive Financial Group sold 186 Bristol-Myers Squibb shares in Q2 2026, an estimated $10.7K.
  • Bristol-Myers Squibb made up 0.07% of Strive Financial Group's portfolio in Q2 2026, its #167 holding.
  • Strive Financial Group first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Bristol-Myers Squibb position peaked at $180K in Q1 2026.
  • 2,508 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.