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AM Investment Strategies’s Bristol-Myers Squibb BMY Stock Holding History

AM Investment Strategies’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 		$420K Buy
7,289
+15
+0.2% +$861 0.08% 81
2026
Q1 		$441K Buy
7,274
+16
+0.2% +$933 0.1% 77
2025
Q4 		$391K Buy
7,258
+2,269
+45% +$109K 0.08% 86
2025
Q3 		$225K Sell
4,989
-11,915
-70% -$556K 0.05% 101
2025
Q2 		$782K Sell
16,904
-69,156
-80% -$3.39M 0.18% 60
2025
Q1 		$5.25M Buy
86,060
+933
+1% +$54.4K 1.27% 17
2024
Q4 		$4.82M Buy
85,127
+75
+0.1% +$4.19K 1.17% 16
2024
Q3 		$4.4M Buy
85,052
+6,960
+9% +$326K 1.07% 18
2024
Q2 		$3.24M Buy
78,092
+11,743
+18% +$525K 0.8% 20
2024
Q1 		$3.6M Buy
66,349
+924
+1% +$47.1K 0.91% 20
2023
Q4 		$3.36M Buy
65,425
+642
+1% +$33.7K 0.95% 20
2023
Q3 		$3.76M Sell
64,783
-2,508
-4% -$154K 1.22% 18
2023
Q2 		$4.34M Sell
67,291
-158
-0.2% -$10.6K 1.36% 13
2023
Q1 		$4.67M Sell
67,449
-15
-0% -$1.06K 1.6% 11
2022
Q4 		$4.85M Buy
67,464
+50
+0.1% +$3.77K 1.73% 11
2022
Q3 		$4.79M Sell
67,414
-2,035
-3% -$148K 1.76% 9
2022
Q2 		$5.35M Sell
69,449
-1,583
-2% -$121K 1.87% 9
2022
Q1 		$5.19M Sell
71,032
-273
-0.4% -$18.3K 1.37% 16
2021
Q4 		$4.45M Buy
71,305
+6,055
+9% +$355K 1.07% 19
2021
Q3 		$3.86M Buy
65,250
+337
+0.5% +$22.2K 1.01% 19
2021
Q2 		$4.34M Sell
64,913
-46
-0.1% -$3K 1.12% 16
2021
Q1 		$4.1M Buy
64,959
+355
+0.5% +$22.1K 1.14% 16
2020
Q4 		$4.01M Buy
64,604
+4,278
+7% +$263K 1.23% 16
2020
Q3 		$3.64M Buy
+60,326
New +$3.63M 1.28% 14

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

AM Investment Strategies's BMY Position: Q2 2026 in Review

AM Investment Strategies increased its Bristol-Myers Squibb (BMY) stake by 0.21% in Q2 2026, buying an estimated $861 and bringing the position to 7,289 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #81.

AM Investment Strategies first reported a position in BMY in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.35M in Q2 2022. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • AM Investment Strategies held 7,289 shares of Bristol-Myers Squibb worth $420K as of Q2 2026.
  • AM Investment Strategies bought 15 Bristol-Myers Squibb shares in Q2 2026, an estimated $861.
  • Bristol-Myers Squibb made up 0.08% of AM Investment Strategies's portfolio in Q2 2026, its #81 holding.
  • AM Investment Strategies first reported a position in Bristol-Myers Squibb in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Bristol-Myers Squibb position peaked at $5.35M in Q2 2022.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.