XML Financial’s Bristol-Myers Squibb BMY Stock Holding History

XML Financial’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	$2.68M	Sell	46,441 -5,040	-10%	-$289K	0.19%	105
2026 Q1	$3.12M	Sell	51,481 -2,008	-4%	-$117K	0.25%	90
2025 Q4	$2.89M	Sell	53,489 -5,573	-9%	-$268K	0.24%	89
2025 Q3	$2.66M	Sell	59,062 -3,525	-6%	-$165K	0.22%	97
2025 Q2	$2.9M	Sell	62,587 -9,864	-14%	-$484K	0.25%	87
2025 Q1	$4.42M	Sell	72,451 -2,617	-3%	-$153K	0.41%	68
2024 Q4	$4.25M	Buy	75,068 +583	+0.8%	+$32.6K	0.39%	71
2024 Q3	$3.85M	Sell	74,485 -4,511	-6%	-$212K	0.36%	76
2024 Q2	$3.28M	Sell	78,996 -5,528	-7%	-$247K	0.33%	82
2024 Q1	$4.58M	Sell	84,524 -19,829	-19%	-$1.01M	0.47%	62
2023 Q4	$5.35M	Buy	104,353 +1,943	+2%	+$102K	0.56%	54
2023 Q3	$5.94M	Buy	102,410 +274	+0.3%	+$16.8K	0.71%	42
2023 Q2	$6.53M	Buy	102,136 +2,390	+2%	+$160K	0.76%	39
2023 Q1	$6.91M	Buy	99,746 +1,002	+1%	+$70.7K	0.84%	38
2022 Q4	$7.1M	Sell	98,744 -346	-0.3%	-$26.1K	0.89%	35
2022 Q3	$7.04M	Buy	+99,090	New	+$7.19M	0.98%	31
2022 Q2	–	Sell	-99,347	Closed	-$7.25M	–	245
2022 Q1	$7.25M	Sell	99,347 -755	-0.8%	-$50.7K	0.86%	36
2021 Q4	$6.24M	Buy	100,102 +5,956	+6%	+$349K	0.75%	42
2021 Q3	$5.57M	Buy	+94,146	New	+$6.2M	0.74%	39

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

XML Financial's BMY Position: Q2 2026 in Review

XML Financial reduced its Bristol-Myers Squibb (BMY) stake by 9.8% in Q2 2026, selling an estimated $289K and leaving 46,441 shares worth $2.68M. The position accounts for 0.19% of the portfolio, ranked #105.

XML Financial first reported a position in BMY in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.25M in Q1 2022. 2,514 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

XML Financial held 46,441 shares of Bristol-Myers Squibb worth $2.68M as of Q2 2026.
XML Financial sold 5,040 Bristol-Myers Squibb shares in Q2 2026, an estimated $289K.
Bristol-Myers Squibb made up 0.19% of XML Financial's portfolio in Q2 2026, its #105 holding.
XML Financial first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 19 quarters since.
XML Financial's Bristol-Myers Squibb position peaked at $7.25M in Q1 2022.
2,514 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.