Abel Hall LLC’s Bristol-Myers Squibb BMY Stock Holding History

Abel Hall LLC’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	$1.2M	Sell	20,767 -333	-2%	-$19.1K	0.21%	62
2026 Q1	$1.28M	Buy	21,100 +735	+4%	+$42.8K	0.27%	48
2025 Q4	$1.1M	Buy	20,365 +8,429	+71%	+$405K	0.26%	53
2025 Q3	$538K	Buy	11,936 +2,340	+24%	+$109K	0.22%	83
2025 Q2	$444K	Sell	9,596 -6,727	-41%	-$330K	0.21%	101
2025 Q1	$996K	Sell	16,323 -1,420	-8%	-$82.8K	0.6%	26
2024 Q4	$1M	Buy	17,743 +341	+2%	+$19.1K	0.64%	29
2024 Q3	$900K	Buy	17,402 +5,143	+42%	+$241K	0.59%	28
2024 Q2	$509K	Buy	12,259 +2,412	+24%	+$108K	0.36%	43
2024 Q1	$534K	Buy	9,847 +5,571	+130%	+$284K	0.4%	38
2023 Q4	$219K	Buy	+4,276	New	+$224K	0.19%	101

Other funds holding BMY

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abel Hall LLC's BMY Position: Q2 2026 in Review

Abel Hall LLC reduced its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, selling an estimated $19.1K and leaving 20,767 shares worth $1.2M. The position accounts for 0.21% of the portfolio, ranked #62.

Abel Hall LLC first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2026. 908 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Abel Hall LLC held 20,767 shares of Bristol-Myers Squibb worth $1.2M as of Q2 2026.
Abel Hall LLC sold 333 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.1K.
Bristol-Myers Squibb made up 0.21% of Abel Hall LLC's portfolio in Q2 2026, its #62 holding.
Abel Hall LLC first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Abel Hall LLC's Bristol-Myers Squibb position peaked at $1.28M in Q1 2026.
908 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.