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

Agate Pass 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	$202K	Hold	3,500	–	–	0.07%	109
2026 Q1	$212K	Buy	+3,500	New	+$204K	0.08%	101
2025 Q2	–	Sell	-3,500	Closed	-$213K	–	109
2025 Q1	$213K	Buy	+3,500	New	+$204K	0.09%	106
2024 Q2	–	Sell	-4,000	Closed	-$217K	–	95
2024 Q1	$217K	Sell	4,000 -200	-5%	-$10.2K	0.12%	93
2023 Q4	$216K	Hold	4,200	–	–	0.12%	93
2023 Q3	$244K	Sell	4,200 -524	-11%	-$32.1K	0.17%	78
2023 Q2	$302K	Hold	4,724	–	–	0.18%	81
2023 Q1	$327K	Hold	4,724	–	–	0.21%	83
2022 Q4	$340K	Hold	4,724	–	–	0.24%	80
2022 Q3	$336K	Hold	4,724	–	–	0.26%	79
2022 Q2	$364K	Hold	4,724	–	–	0.26%	79
2022 Q1	$345K	Hold	4,724	–	–	0.22%	80
2021 Q4	$295K	Buy	+4,724	New	+$277K	0.18%	87

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Agate Pass Investment Management's BMY Position: Q2 2026 in Review

Agate Pass Investment Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,500 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #109.

Agate Pass Investment Management first reported a position in BMY in Q4 2021 and has held it in 13 quarters since. The position peaked at $364K in Q2 2022. 803 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Agate Pass Investment Management held 3,500 shares of Bristol-Myers Squibb worth $202K as of Q2 2026.
Agate Pass Investment Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.07% of Agate Pass Investment Management's portfolio in Q2 2026, its #109 holding.
Agate Pass Investment Management first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 13 quarters since.
Agate Pass Investment Management's Bristol-Myers Squibb position peaked at $364K in Q2 2022.
803 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.