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ARS Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

ARS Investment Partners’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 		$17.8M Buy
309,142
+3,015
+1% +$173K 0.78% 33
2026
Q1 		$18.6M Buy
306,127
+106,826
+54% +$6.23M 0.97% 29
2025
Q4 		$10.8M Buy
199,301
+177,916
+832% +$8.56M 0.63% 41
2025
Q3 		$964K Sell
21,385
-200
-0.9% -$9.34K 0.06% 98
2025
Q2 		$999K Sell
21,585
-100
-0.5% -$4.91K 0.07% 96
2025
Q1 		$1.23M Hold
21,685
– – 0.11% 81
2024
Q4 		$1.23M Buy
21,685
+500
+2% +$27.9K 0.11% 81
2024
Q3 		$1.1M Sell
21,185
-357
-2% -$16.7K 0.1% 88
2024
Q2 		$895K Sell
21,542
-1,062
-5% -$47.5K 0.09% 85
2024
Q1 		$1.23M Buy
22,604
+254
+1% +$12.9K 0.12% 74
2023
Q4 		$1.15M Sell
22,350
-1,525
-6% -$80K 0.13% 76
2023
Q3 		$1.39M Sell
23,875
-800
-3% -$49K 0.17% 66
2023
Q2 		$1.58M Sell
24,675
-516
-2% -$34.6K 0.18% 65
2023
Q1 		$1.75M Buy
25,191
+1,735
+7% +$122K 0.21% 63
2022
Q4 		$1.69M Sell
23,456
-13,985
-37% -$1.05M 0.22% 60
2022
Q3 		$2.66M Buy
37,441
+13,550
+57% +$983K 0.37% 50
2022
Q2 		$1.84M Hold
23,891
– – 0.25% 57
2022
Q1 		$1.75M Buy
23,891
+400
+2% +$26.9K 0.17% 72
2021
Q4 		$1.47M Sell
23,491
-1,870
-7% -$110K 0.13% 75
2021
Q3 		$1.5M Hold
25,361
– – 0.15% 73
2021
Q2 		$1.7M Sell
25,361
-36,959
-59% -$2.41M 0.17% 67
2021
Q1 		$3.93M Sell
62,320
-96
-0.2% -$5.97K 0.46% 52
2020
Q4 		$3.87M Buy
62,416
+266
+0.4% +$16.4K 0.48% 49
2020
Q3 		$3.75M Buy
62,150
+1,529
+3% +$92K 0.59% 43
2020
Q2 		$3.56M Buy
60,621
+30,548
+102% +$1.83M 0.67% 37
2020
Q1 		$1.68M Sell
30,073
-300
-1% -$18.3K 0.4% 44
2019
Q4 		$1.95M Buy
30,373
+1,825
+6% +$105K 0.33% 56
2019
Q3 		$1.45M Sell
28,548
-15,270
-35% -$718K 0.26% 62
2019
Q2 		$1.99M Buy
43,818
+10,032
+30% +$467K 0.33% 62
2019
Q1 		$1.61M Sell
33,786
-156,874
-82% -$7.81M 0.29% 64
2018
Q4 		$9.91M Sell
190,660
-12,441
-6% -$668K 2.1% 19
2018
Q3 		$12.6M Buy
203,101
+1,709
+0.8% +$101K 1.95% 18
2018
Q2 		$11.1M Sell
201,392
-27,434
-12% -$1.48M 1.78% 21
2018
Q1 		$14.5M Buy
228,826
+3,952
+2% +$254K 1.77% 22
2017
Q4 		$13.8M Sell
224,874
-1,400
-0.6% -$87.6K 1.67% 25
2017
Q3 		$14.4M Buy
226,274
+14,739
+7% +$861K 1.86% 21
2017
Q2 		$11.8M Sell
211,535
-1,094
-0.5% -$59.5K 1.63% 23
2017
Q1 		$11.6M Buy
212,629
+33,621
+19% +$1.84M 1.68% 22
2016
Q4 		$10.5M Buy
179,008
+11,541
+7% +$631K 1.61% 23
2016
Q3 		$9.03M Buy
167,467
+31
+0% +$1.99K 1.98% 15
2016
Q2 		$12.3M Sell
167,436
-6,902
-4% -$488K 2.76% 7
2016
Q1 		$11.1M Sell
174,338
-2,033
-1% -$128K 2.61% 10
2015
Q4 		$12.1M Sell
176,371
-6,893
-4% -$456K 2.85% 8
2015
Q3 		$10.8M Sell
183,264
-2,948
-2% -$187K 2.49% 9
2015
Q2 		$12.4M Sell
186,212
-2,571
-1% -$169K 2.27% 15
2015
Q1 		$12.2M Sell
188,783
-12,195
-6% -$763K 2.26% 16
2014
Q4 		$11.9M Sell
200,978
-3,570
-2% -$201K 2.02% 19
2014
Q3 		$10.5M Buy
204,548
+1,305
+0.6% +$65.2K 1.6% 22
2014
Q2 		$9.86M Sell
203,243
-7,276
-3% -$359K 1.53% 23
2014
Q1 		$10.9M Sell
210,519
-26,739
-11% -$1.42M 1.93% 19
2013
Q4 		$12.6M Sell
237,258
-60,188
-20% -$3.07M 2.12% 17
2013
Q3 		$13.8M Sell
297,446
-29,234
-9% -$1.28M 2.35% 14
2013
Q2 		$14.6M Buy
+326,680
New +$14.2M 2.57% 13

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ARS Investment Partners's BMY Position: Q2 2026 in Review

ARS Investment Partners increased its Bristol-Myers Squibb (BMY) stake by 0.98% in Q2 2026, buying an estimated $173K and bringing the position to 309,142 shares worth $17.8M. The position accounts for 0.78% of the portfolio, ranked #33.

ARS Investment Partners first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.6M in Q1 2026. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • ARS Investment Partners held 309,142 shares of Bristol-Myers Squibb worth $17.8M as of Q2 2026.
  • ARS Investment Partners bought 3,015 Bristol-Myers Squibb shares in Q2 2026, an estimated $173K.
  • Bristol-Myers Squibb made up 0.78% of ARS Investment Partners's portfolio in Q2 2026, its #33 holding.
  • ARS Investment Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • ARS Investment Partners's Bristol-Myers Squibb position peaked at $18.6M in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.