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Acropolis Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Acropolis Investment Management’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 		$1.02M Sell
17,771
-2,691
-13% -$155K 0.04% 132
2026
Q1 		$1.24M Buy
20,462
+1,791
+10% +$104K 0.05% 111
2025
Q4 		$1.01M Sell
18,671
-10,253
-35% -$493K 0.05% 121
2025
Q3 		$1.34M Buy
28,924
+2,462
+9% +$115K 0.07% 96
2025
Q2 		$1.22M Sell
26,462
-9,334
-26% -$458K 0.07% 89
2025
Q1 		$2.18M Buy
35,796
+1,787
+5% +$104K 0.13% 63
2024
Q4 		$1.92M Buy
34,009
+9,564
+39% +$534K 0.11% 72
2024
Q3 		$1.26M Buy
24,445
+5
+0% +$235 0.08% 89
2024
Q2 		$1.01M Buy
24,440
+3,279
+15% +$147K 0.06% 97
2024
Q1 		$1.15M Buy
21,161
+1,463
+7% +$74.5K 0.08% 90
2023
Q4 		$1.01M Buy
19,698
+2,384
+14% +$125K 0.07% 94
2023
Q3 		$1M Buy
17,314
+5,704
+49% +$350K 0.08% 90
2023
Q2 		$742K Hold
11,610
– – 0.06% 110
2023
Q1 		$805K Sell
11,610
-8
-0.1% -$564 0.07% 106
2022
Q4 		$836K Buy
11,618
+21
+0.2% +$1.58K 0.07% 94
2022
Q3 		$824K Sell
11,597
-222
-2% -$16.1K 0.08% 92
2022
Q2 		$910K Sell
11,819
-291
-2% -$22.2K 0.09% 90
2022
Q1 		$884K Buy
12,110
+438
+4% +$29.4K 0.08% 97
2021
Q4 		$728K Buy
11,672
+50
+0.4% +$2.93K 0.07% 105
2021
Q3 		$655K Sell
11,622
-950
-8% -$62.6K 0.08% 108
2021
Q2 		$840K Sell
12,572
-1,077
-8% -$70.2K 0.08% 88
2021
Q1 		$862K Sell
13,649
-796
-6% -$49.5K 0.09% 84
2020
Q4 		$896K Buy
14,445
+1,383
+11% +$85K 0.1% 79
2020
Q3 		$788K Sell
13,062
-96
-0.7% -$5.78K 0.1% 78
2020
Q2 		$774K Buy
13,158
+986
+8% +$59K 0.1% 78
2020
Q1 		$678K Buy
12,172
+612
+5% +$37.4K 0.11% 70
2019
Q4 		$742K Buy
11,560
+2,511
+28% +$144K 0.1% 82
2019
Q3 		$459K Buy
9,049
+520
+6% +$24.4K 0.07% 102
2019
Q2 		$387K Buy
8,529
+1,255
+17% +$58.5K 0.06% 98
2019
Q1 		$347K Buy
7,274
+270
+4% +$13.4K 0.05% 101
2018
Q4 		$364K Sell
7,004
-618
-8% -$33.2K 0.06% 99
2018
Q3 		$473K Buy
7,622
+1,015
+15% +$60.2K 0.08% 89
2018
Q2 		$366K Sell
6,607
-7,861
-54% -$425K 0.06% 95
2018
Q1 		$915K Buy
14,468
+5,733
+66% +$369K 0.15% 71
2017
Q4 		$535K Buy
8,735
+2,900
+50% +$181K 0.08% 87
2017
Q3 		$372K Sell
5,835
-458
-7% -$26.7K 0.06% 96
2017
Q2 		$351K Buy
6,293
+3,466
+123% +$189K 0.06% 101
2017
Q1 		$154K Buy
2,827
+6
+0.2% +$329 0.03% 124
2016
Q4 		$165K Buy
2,821
+6
+0.2% +$328 0.03% 124
2016
Q3 		$152K Buy
2,815
+495
+21% +$31.8K 0.03% 121
2016
Q2 		$171K Buy
2,320
+4
+0.2% +$283 0.03% 120
2016
Q1 		$148K Buy
2,316
+5
+0.2% +$315 0.03% 120
2015
Q4 		$159K Buy
2,311
+5
+0.2% +$330 0.03% 120
2015
Q3 		$137K Sell
2,306
-1,479
-39% -$93.8K 0.03% 123
2015
Q2 		$157K Buy
3,785
+1,483
+64% +$97.7K 0.03% 122
2015
Q1 		$148K Buy
2,302
+282
+14% +$17.7K 0.03% 130
2014
Q4 		$119K Sell
2,020
-1,467
-42% -$82.7K 0.02% 137
2014
Q3 		$178K Buy
+3,487
New +$174K 0.04% 118
2014
Q2 		– Sell
-2,020
Closed -$105K – 142
2014
Q1 		$105K Sell
2,020
-45
-2% -$2.39K 0.02% 129
2013
Q4 		$110K Sell
2,065
-100
-5% -$5.09K 0.02% 120
2013
Q3 		$100K Buy
+2,165
New +$95K 0.02% 127

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Acropolis Investment Management's BMY Position: Q2 2026 in Review

Acropolis Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 13% in Q2 2026, selling an estimated $155K and leaving 17,771 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #132.

Acropolis Investment Management first reported a position in BMY in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.18M in Q1 2025. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Acropolis Investment Management held 17,771 shares of Bristol-Myers Squibb worth $1.02M as of Q2 2026.
  • Acropolis Investment Management sold 2,691 Bristol-Myers Squibb shares in Q2 2026, an estimated $155K.
  • Bristol-Myers Squibb made up 0.04% of Acropolis Investment Management's portfolio in Q2 2026, its #132 holding.
  • Acropolis Investment Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 51 quarters since.
  • Acropolis Investment Management's Bristol-Myers Squibb position peaked at $2.18M in Q1 2025.
  • 888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.