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

Tilson 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	$338K	Sell	5,868 -582	-9%	-$33.4K	0.09%	68
2026 Q1	$391K	Buy	6,450 +101	+2%	+$5.89K	0.12%	62
2025 Q4	$342K	Sell	6,349 -96	-1%	-$4.62K	0.11%	66
2025 Q3	$291K	Buy	6,445 +259	+4%	+$12.1K	0.1%	67
2025 Q2	$286K	Buy	6,186 +62	+1%	+$3.04K	0.11%	61
2025 Q1	$374K	Buy	6,124 +4	+0.1%	+$233	0.15%	57
2024 Q4	$346K	Buy	6,120 +40	+0.7%	+$2.23K	0.14%	58
2024 Q3	$315K	Buy	+6,080	New	+$285K	0.14%	58
2024 Q2	–	Sell	-6,344	Closed	-$344K	–	40
2024 Q1	$344K	Buy	6,344 +86	+1%	+$4.38K	0.18%	54
2023 Q4	$321K	Buy	6,258 +221	+4%	+$11.6K	0.21%	52
2023 Q3	$350K	Buy	+6,037	New	+$370K	0.28%	50

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

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

Tilson Financial Group reduced its Bristol-Myers Squibb (BMY) stake by 9% in Q2 2026, selling an estimated $33.4K and leaving 5,868 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #68.

Tilson Financial Group first reported a position in BMY in Q3 2023 and has held it in 11 quarters since. The position peaked at $391K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Tilson Financial Group held 5,868 shares of Bristol-Myers Squibb worth $338K as of Q2 2026.
Tilson Financial Group sold 582 Bristol-Myers Squibb shares in Q2 2026, an estimated $33.4K.
Bristol-Myers Squibb made up 0.09% of Tilson Financial Group's portfolio in Q2 2026, its #68 holding.
Tilson Financial Group first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 11 quarters since.
Tilson Financial Group's Bristol-Myers Squibb position peaked at $391K in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.