Vanguard Personalized Indexing Management’s Bristol-Myers Squibb BMY Stock Holding History

Vanguard Personalized Indexing 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	$12.7M	Sell	221,134 -11,640	-5%	-$668K	0.1%	146
2026 Q1	$14.1M	Buy	232,774 +20,824	+10%	+$1.21M	0.14%	120
2025 Q4	$11.4M	Buy	211,950 +16,823	+9%	+$809K	0.11%	141
2025 Q3	$8.8M	Sell	195,127 -39,579	-17%	-$1.85M	0.09%	185
2025 Q2	$10.9M	Buy	234,706 +5,771	+3%	+$283K	0.12%	138
2025 Q1	$14M	Buy	228,935 +27,702	+14%	+$1.61M	0.21%	85
2024 Q4	$11.4M	Buy	201,233 +40,542	+25%	+$2.27M	0.17%	91
2024 Q3	$8.31M	Buy	160,691 +43,742	+37%	+$2.05M	0.13%	125
2024 Q2	$4.71M	Sell	116,949 -13,032	-10%	-$583K	0.09%	188
2024 Q1	$7.05M	Sell	129,981 -11,388	-8%	-$580K	0.15%	118
2023 Q4	$7.25M	Buy	141,369 +47,067	+50%	+$2.47M	0.19%	90
2023 Q3	$5.47M	Sell	94,302 -16,870	-15%	-$1.03M	0.16%	96
2023 Q2	$7.11M	Sell	111,172 -8,237	-7%	-$552K	0.22%	75
2023 Q1	$8.28M	Sell	119,409 -2,866	-2%	-$202K	0.29%	55
2022 Q4	$8.8M	Buy	122,275 +10,294	+9%	+$776K	0.36%	45
2022 Q3	$7.96M	Buy	111,981 +527	+0.5%	+$38.2K	0.36%	42
2022 Q2	$8.58M	Buy	111,454 +31,781	+40%	+$2.42M	0.4%	35
2022 Q1	$5.82M	Buy	79,673 +46,204	+138%	+$3.1M	0.28%	63
2021 Q4	$2.09M	Sell	33,469 -12,745	-28%	-$748K	0.12%	155
2021 Q3	$2.73M	Buy	46,214 +4,816	+12%	+$317K	0.25%	72
2021 Q2	$2.77M	Buy	41,398 +20,713	+100%	+$1.35M	0.29%	56
2021 Q1	$1.31M	Buy	20,685 +2,416	+13%	+$150K	0.2%	106
2020 Q4	$1.13M	Buy	18,269 +2,406	+15%	+$148K	0.25%	88
2020 Q3	$956K	Buy	15,863 +3,816	+32%	+$230K	0.27%	81
2020 Q2	$708K	Buy	12,047 +1,702	+16%	+$102K	0.32%	69
2020 Q1	$577K	Buy	+10,345	New	+$632K	0.34%	84

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

Vanguard Personalized Indexing Management's BMY Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Bristol-Myers Squibb (BMY) stake by 5% in Q2 2026, selling an estimated $668K and leaving 221,134 shares worth $12.7M. The position accounts for 0.1% of the portfolio, ranked #146.

Vanguard Personalized Indexing Management first reported a position in BMY in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.1M in Q1 2026. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Vanguard Personalized Indexing Management held 221,134 shares of Bristol-Myers Squibb worth $12.7M as of Q2 2026.
Vanguard Personalized Indexing Management sold 11,640 Bristol-Myers Squibb shares in Q2 2026, an estimated $668K.
Bristol-Myers Squibb made up 0.1% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #146 holding.
Vanguard Personalized Indexing Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 26 quarters since.
Vanguard Personalized Indexing Management's Bristol-Myers Squibb position peaked at $14.1M in Q1 2026.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.