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Yanni & Associates Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Yanni & Associates 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 		$618K Sell
10,729
-171
-2% -$9.82K 0.57% 19
2026
Q1 		$661K Hold
10,900
– – 0.69% 17
2025
Q4 		$588K Buy
+10,900
New +$524K 0.59% 23

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 $3.37T AUM 44.26% 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

Yanni & Associates Investment Advisors's BMY Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, selling an estimated $9.82K and leaving 10,729 shares worth $618K. The position accounts for 0.57% of the portfolio, ranked #19.

Yanni & Associates Investment Advisors first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $661K in Q1 2026. 2,511 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Yanni & Associates Investment Advisors held 10,729 shares of Bristol-Myers Squibb worth $618K as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 171 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.82K.
  • Bristol-Myers Squibb made up 0.57% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Yanni & Associates Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • Yanni & Associates Investment Advisors's Bristol-Myers Squibb position peaked at $661K in Q1 2026.
  • 2,511 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.