Union Savings Bank’s Bristol-Myers Squibb BMY Stock Holding History

Union Savings Bank’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	$541K	Sell	9,389 -161	-2%	-$9.24K	0.22%	76
2026 Q1	$579K	Sell	9,550 -172	-2%	-$10K	0.25%	70
2025 Q4	$524K	Buy	+9,722	New	+$468K	0.23%	79
2025 Q2	$424K	Sell	9,797 -340	-3%	-$16.7K	0.19%	86
2025 Q1	$618K	Buy	10,137 +40	+0.4%	+$2.33K	0.3%	61
2024 Q4	$571K	Sell	10,097 -150	-1%	-$8.38K	0.28%	66
2024 Q3	$530K	Sell	10,247 -220	-2%	-$10.3K	0.26%	71
2024 Q2	$435K	Sell	10,467 -2,718	-21%	-$122K	0.23%	86
2024 Q1	$715K	Buy	13,185 +150	+1%	+$7.64K	0.37%	63
2023 Q4	$669K	Buy	13,035 +167	+1%	+$8.77K	0.38%	65
2023 Q3	$747K	Hold	12,868	–	–	0.47%	57
2023 Q2	$800K	Buy	+12,868	New	+$863K	0.48%	55

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

Union Savings Bank's BMY Position: Q2 2026 in Review

Union Savings Bank reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $9.24K and leaving 9,389 shares worth $541K. The position accounts for 0.22% of the portfolio, ranked #76.

Union Savings Bank first reported a position in BMY in Q2 2023 and has held it in 12 quarters since. The position peaked at $800K in Q2 2023. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Union Savings Bank held 9,389 shares of Bristol-Myers Squibb worth $541K as of Q2 2026.
Union Savings Bank sold 161 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.24K.
Bristol-Myers Squibb made up 0.22% of Union Savings Bank's portfolio in Q2 2026, its #76 holding.
Union Savings Bank first reported a position in Bristol-Myers Squibb in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Bristol-Myers Squibb position peaked at $800K in Q2 2023.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.