Tucker Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Tucker Asset Management’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	$527K	Buy	9,151 +334	+4%	+$19.2K	0.13%	77
2026 Q1	$535K	Buy	8,817 +2,715	+44%	+$158K	0.16%	50
2025 Q4	$329K	Buy	+6,102	New	+$294K	0.1%	59
2025 Q2	–	Sell	-4,365	Closed	-$266K	–	300
2025 Q1	$266K	Sell	4,365 -414	-9%	-$24.1K	0.09%	60
2024 Q4	$270K	Buy	4,779 +4,639	+3,314%	+$259K	0.03%	102
2024 Q3	$7.24K	Sell	140 -18	-11%	-$844	﹤0.01%	799
2024 Q2	$6.56K	Sell	158 -10	-6%	-$447	﹤0.01%	970
2024 Q1	$9.11K	Buy	168 +27	+19%	+$1.38K	﹤0.01%	896
2023 Q4	$7.24K	Sell	141 -5	-3%	-$262	﹤0.01%	788
2023 Q3	$8.47K	Buy	146 +50	+52%	+$3.06K	﹤0.01%	694
2023 Q2	$6.14K	Sell	96 -7	-7%	-$469	﹤0.01%	627
2023 Q1	$7.14K	Buy	103 +7	+7%	+$494	﹤0.01%	623
2022 Q4	$6.92K	Hold	96	–	–	﹤0.01%	396
2022 Q3	$7.44K	Buy	96 +5	+5%	+$363	﹤0.01%	370
2022 Q2	$7.01K	Hold	91	–	–	﹤0.01%	290
2022 Q1	$6.65K	Buy	91 +73	+406%	+$4.9K	﹤0.01%	287
2021 Q4	$1.13K	Hold	18	–	–	﹤0.01%	397
2021 Q3	$1.05K	Hold	18	–	–	﹤0.01%	338
2021 Q2	$1.2K	Hold	18	–	–	﹤0.01%	299
2021 Q1	$1.14K	Hold	18	–	–	﹤0.01%	290
2020 Q4	$1.12K	Buy	+18	New	+$1.11K	﹤0.01%	300

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

Tucker Asset Management's BMY Position: Q2 2026 in Review

Tucker Asset Management increased its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 9,151 shares worth $527K. The position accounts for 0.13% of the portfolio, ranked #77.

Tucker Asset Management first reported a position in BMY in Q4 2020 and has held it in 21 quarters since. The position peaked at $535K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Tucker Asset Management held 9,151 shares of Bristol-Myers Squibb worth $527K as of Q2 2026.
Tucker Asset Management bought 334 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.2K.
Bristol-Myers Squibb made up 0.13% of Tucker Asset Management's portfolio in Q2 2026, its #77 holding.
Tucker Asset Management first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's Bristol-Myers Squibb position peaked at $535K in Q1 2026.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.