WIA
BMY icon

World Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

World Investment Advisors’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 		$3.13M Sell
51,758
-8,153
-14% -$468K 0.05% 366
2026
Q1 		$3.63M Sell
59,911
-4,560
-7% -$266K 0.06% 332
2025
Q4 		$3.48M Buy
64,471
+7,977
+14% +$384K 0.06% 337
2025
Q3 		$2.55M Buy
56,494
+1,821
+3% +$85K 0.05% 355
2025
Q2 		$2.53M Sell
54,673
-4,206
-7% -$206K 0.06% 335
2025
Q1 		$3.59M Buy
58,879
+3,190
+6% +$186K 0.09% 255
2024
Q4 		$3.15M Buy
55,689
+11,583
+26% +$647K 0.09% 263
2024
Q3 		$2.28M Buy
44,106
+6,954
+19% +$326K 0.07% 277
2024
Q2 		$1.54M Buy
37,152
+33,794
+1,006% +$1.51M 0.1% 188
2024
Q1 		$220K Sell
3,358
-1,610
-32% -$82K 0.03% 364
2023
Q4 		$255K Buy
+4,968
New +$261K 0.03% 332

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

World Investment Advisors's BMY Position: Q2 2026 in Review

World Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 14% in Q2 2026, selling an estimated $468K and leaving 51,758 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #366.

World Investment Advisors first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.63M in Q1 2026. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • World Investment Advisors held 51,758 shares of Bristol-Myers Squibb worth $3.13M as of Q2 2026.
  • World Investment Advisors sold 8,153 Bristol-Myers Squibb shares in Q2 2026, an estimated $468K.
  • Bristol-Myers Squibb made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #366 holding.
  • World Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's Bristol-Myers Squibb position peaked at $3.63M in Q1 2026.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.