Vestmark Advisory Solutions’s Bristol-Myers Squibb BMY Stock Holding History

Vestmark Advisory Solutions’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	$898K	Buy	15,580 +1,718	+12%	+$98.7K	0.01%	990
2026 Q1	$841K	Buy	13,862 +8,316	+150%	+$485K	0.01%	921
2025 Q4	$299K	Buy	5,546 +945	+21%	+$45.5K	﹤0.01%	1108
2025 Q3	$207K	Sell	4,601 -1,819	-28%	-$85K	﹤0.01%	877
2025 Q2	$297K	Sell	6,420 -7,351	-53%	-$361K	﹤0.01%	701
2025 Q1	$840K	Buy	13,771 +6,324	+85%	+$369K	0.02%	427
2024 Q4	$421K	Buy	+7,447	New	+$416K	0.01%	441
2023 Q3	–	Sell	-40,339	Closed	-$2.58M	–	472
2023 Q2	$2.58M	Buy	40,339 +4,090	+11%	+$274K	0.1%	273
2023 Q1	$2.51M	Buy	36,249 +746	+2%	+$52.6K	0.11%	261
2022 Q4	$2.55M	Sell	35,503 -651	-2%	-$49.1K	0.12%	235
2022 Q3	$2.57M	Buy	36,154 +2,143	+6%	+$155K	0.14%	201
2022 Q2	$2.62M	Sell	34,011 -2,797	-8%	-$213K	0.15%	180
2022 Q1	$2.69M	Sell	36,808 -21,968	-37%	-$1.48M	0.15%	166
2021 Q4	$3.67M	Buy	58,776 +2,712	+5%	+$159K	0.21%	106
2021 Q3	$3.32M	Buy	56,064 +3,152	+6%	+$208K	0.22%	108
2021 Q2	$3.54M	Buy	52,912 +3,620	+7%	+$236K	0.25%	100
2021 Q1	$3.11M	Sell	49,292 -949	-2%	-$59K	0.28%	94
2020 Q4	$3.12M	Buy	50,241 +6,974	+16%	+$429K	0.35%	67
2020 Q3	$2.61M	Buy	43,267 +19,007	+78%	+$1.14M	0.35%	70
2020 Q2	$1.43M	Buy	24,260 +5,082	+26%	+$304K	0.22%	135
2020 Q1	$1.07M	Sell	19,178 -1,025	-5%	-$62.6K	0.21%	154
2019 Q4	$1.3M	Buy	20,203 +9,150	+83%	+$524K	0.27%	136
2019 Q3	$560K	Buy	11,053 +6,441	+140%	+$303K	0.09%	270
2019 Q2	$209K	Sell	4,612 -3,054	-40%	-$142K	0.04%	515
2019 Q1	$366K	Buy	+7,666	New	+$382K	0.07%	343

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

Vestmark Advisory Solutions's BMY Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, buying an estimated $98.7K and bringing the position to 15,580 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #990.

Vestmark Advisory Solutions first reported a position in BMY in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.67M in Q4 2021. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Vestmark Advisory Solutions held 15,580 shares of Bristol-Myers Squibb worth $898K as of Q2 2026.
Vestmark Advisory Solutions bought 1,718 Bristol-Myers Squibb shares in Q2 2026, an estimated $98.7K.
Bristol-Myers Squibb made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #990 holding.
Vestmark Advisory Solutions first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 25 quarters since.
Vestmark Advisory Solutions's Bristol-Myers Squibb position peaked at $3.67M in Q4 2021.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.