William B. Walkup & Associates’s Bristol-Myers Squibb BMY Stock Holding History

William B. Walkup & Associates’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	$408K	Buy	7,074 +2,138	+43%	+$123K	0.2%	72
2026 Q1	$301K	Sell	4,936 -1,713	-26%	-$99.9K	0.18%	75
2025 Q4	$359K	Buy	6,649 +879	+15%	+$42.3K	0.2%	73
2025 Q3	$260K	Buy	5,770 +149	+3%	+$6.96K	0.14%	78
2025 Q2	$260K	Buy	5,621 +685	+14%	+$33.6K	0.15%	78
2025 Q1	$301K	Buy	4,936 +355	+8%	+$20.7K	0.18%	74
2024 Q4	$259K	Buy	4,581 +402	+10%	+$22.5K	0.16%	78
2024 Q3	$216K	Buy	4,179 +543	+15%	+$25.5K	0.13%	80
2024 Q2	$151K	Buy	+3,636	New	+$163K	0.1%	86

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

William B. Walkup & Associates's BMY Position: Q2 2026 in Review

William B. Walkup & Associates increased its Bristol-Myers Squibb (BMY) stake by 43% in Q2 2026, buying an estimated $123K and bringing the position to 7,074 shares worth $408K. The position accounts for 0.2% of the portfolio, ranked #72.

William B. Walkup & Associates first reported a position in BMY in Q2 2024 and has held it in 9 quarters since. 2,523 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

William B. Walkup & Associates held 7,074 shares of Bristol-Myers Squibb worth $408K as of Q2 2026.
William B. Walkup & Associates bought 2,138 Bristol-Myers Squibb shares in Q2 2026, an estimated $123K.
Bristol-Myers Squibb made up 0.2% of William B. Walkup & Associates's portfolio in Q2 2026, its #72 holding.
William B. Walkup & Associates first reported a position in Bristol-Myers Squibb in Q2 2024 and has held it in 9 quarters since.
2,523 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.