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1620 Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

1620 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 		$1.01M Buy
17,612
+306
+2% +$17.6K 0.63% 33
2026
Q1 		$1.05M Buy
17,306
+312
+2% +$18.2K 0.71% 30
2025
Q4 		$917K Sell
16,994
-1,316
-7% -$63.3K 0.61% 39
2025
Q3 		$826K Buy
18,310
+4,201
+30% +$196K 0.56% 48
2025
Q2 		$653K Buy
14,109
+294
+2% +$14.4K 0.46% 64
2025
Q1 		$843K Buy
13,815
+117
+0.9% +$6.82K 0.64% 32
2024
Q4 		$775K Buy
13,698
+4,407
+47% +$246K 0.59% 41
2024
Q3 		$481K Sell
9,291
-1,490
-14% -$69.9K 0.35% 89
2024
Q2 		$448K Sell
10,781
-6,393
-37% -$286K 0.34% 85
2024
Q1 		$931K Buy
17,174
+16,646
+3,153% +$848K 0.94% 30
2023
Q4 		$589K Sell
528
-9,491
-95% -$498K 0.64% 52
2023
Q3 		$582K Sell
10,019
-78
-0.8% -$4.78K 0.66% 49
2023
Q2 		$646K Buy
10,097
+201
+2% +$13.5K 0.7% 46
2023
Q1 		$686K Buy
9,896
+70
+0.7% +$4.94K 0.83% 40
2022
Q4 		$707K Buy
9,826
+121
+1% +$9.12K 0.86% 40
2022
Q3 		$690K Buy
9,705
+83
+0.9% +$6.02K 1.02% 29
2022
Q2 		$741K Buy
9,622
+497
+5% +$37.9K 1.02% 30
2022
Q1 		$569K Hold
9,125
– – 0.62% 61
2021
Q4 		$569K Buy
+9,125
New +$535K 0.64% 58

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

1620 Investment Advisors's BMY Position: Q2 2026 in Review

1620 Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, buying an estimated $17.6K and bringing the position to 17,612 shares worth $1.01M. The position accounts for 0.63% of the portfolio, ranked #33.

1620 Investment Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2026. 909 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • 1620 Investment Advisors held 17,612 shares of Bristol-Myers Squibb worth $1.01M as of Q2 2026.
  • 1620 Investment Advisors bought 306 Bristol-Myers Squibb shares in Q2 2026, an estimated $17.6K.
  • Bristol-Myers Squibb made up 0.63% of 1620 Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • 1620 Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Bristol-Myers Squibb position peaked at $1.05M in Q1 2026.
  • 909 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.