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

Aspen 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 		$1.46M Buy
25,285
+1,496
+6% +$85.9K 0.39% 80
2026
Q1 		$1.44M Buy
23,789
+13,125
+123% +$765K 0.44% 74
2025
Q4 		$575K Buy
10,664
+3,725
+54% +$179K 0.17% 122
2025
Q3 		$313K Sell
6,939
-825
-11% -$38.5K 0.12% 132
2025
Q2 		$359K Sell
7,764
-468
-6% -$23K 0.15% 121
2025
Q1 		$502K Buy
8,232
+18
+0.2% +$1.05K 0.23% 99
2024
Q4 		$465K Hold
8,214
– – 0.22% 104
2024
Q3 		$425K Sell
8,214
-150
-2% -$7.04K 0.2% 108
2024
Q2 		$347K Sell
8,364
-100
-1% -$4.47K 0.17% 114
2024
Q1 		$459K Sell
8,464
-357
-4% -$18.2K 0.23% 107
2023
Q4 		$453K Sell
8,821
-530
-6% -$27.8K 0.25% 94
2023
Q3 		$542K Sell
9,351
-266
-3% -$16.3K 0.33% 85
2023
Q2 		$615K Hold
9,617
– – 0.37% 77
2023
Q1 		$667K Sell
9,617
-8,868
-48% -$625K 0.43% 70
2022
Q4 		$1.33M Sell
18,485
-373
-2% -$28.1K 0.87% 33
2022
Q3 		$1.34M Buy
18,858
+10
+0.1% +$725 0.89% 33
2022
Q2 		$1.45M Buy
18,848
+4,672
+33% +$356K 0.91% 29
2022
Q1 		$1.04M Buy
14,176
+4,850
+52% +$326K 0.54% 68
2021
Q4 		$581K Sell
9,326
-2,529
-21% -$148K 0.29% 100
2021
Q3 		$701K Buy
11,855
+2,479
+26% +$163K 0.37% 88
2021
Q2 		$627K Hold
9,376
– – 0.33% 86
2021
Q1 		$592K Sell
9,376
-100
-1% -$6.22K 0.33% 87
2020
Q4 		$588K Sell
9,476
-100
-1% -$6.15K 0.35% 85
2020
Q3 		$577K Buy
9,576
+100
+1% +$6.02K 0.38% 77
2020
Q2 		$557K Hold
9,476
– – 0.4% 73
2020
Q1 		$528K Sell
9,476
-600
-6% -$36.7K 0.46% 65
2019
Q4 		$647K Hold
10,076
– – 0.4% 75
2019
Q3 		$511K Sell
10,076
-100
-1% -$4.7K 0.34% 82
2019
Q2 		$461K Sell
10,176
-300
-3% -$14K 0.3% 92
2019
Q1 		$500K Sell
10,476
-300
-3% -$14.9K 0.35% 81
2018
Q4 		$560K Sell
10,776
-1,000
-8% -$53.7K 0.45% 72
2018
Q3 		$731K Buy
11,776
+25
+0.2% +$1.48K 0.48% 65
2018
Q2 		$650K Hold
11,751
– – 0.45% 69
2018
Q1 		$743K Buy
11,751
+50
+0.4% +$3.22K 0.53% 61
2017
Q4 		$717K Sell
11,701
-800
-6% -$50K 0.51% 62
2017
Q3 		$797K Sell
12,501
-50
-0.4% -$2.92K 0.59% 51
2017
Q2 		$699K Hold
12,551
– – 0.53% 52
2017
Q1 		$683K Buy
12,551
+50
+0.4% +$2.74K 0.51% 50
2016
Q4 		$731K Buy
12,501
+350
+3% +$19.1K 0.55% 43
2016
Q3 		$655K Sell
12,151
-75
-0.6% -$4.82K 0.52% 48
2016
Q2 		$899K Buy
12,226
+350
+3% +$24.7K 0.74% 35
2016
Q1 		$759K Hold
11,876
– – 0.7% 40
2015
Q4 		$817K Hold
11,876
– – 0.81% 35
2015
Q3 		$703K Hold
11,876
– – 0.69% 42
2015
Q2 		$790K Hold
11,876
– – 0.66% 45
2015
Q1 		$766K Hold
11,876
– – 0.61% 45
2014
Q4 		$701K Hold
11,876
– – 0.59% 47
2014
Q3 		$608K Sell
11,876
-3,910
-25% -$195K 0.51% 51
2014
Q2 		$766K Sell
15,786
-290
-2% -$14.3K 0.47% 68
2014
Q1 		$835K Buy
16,076
+100
+0.6% +$5.32K 0.53% 62
2013
Q4 		$849K Buy
15,976
+125
+0.8% +$6.37K 0.57% 61
2013
Q3 		$734K Sell
15,851
-93
-0.6% -$4.08K 0.52% 68
2013
Q2 		$713K Buy
+15,944
New +$692K 0.48% 68

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
Handelsbanken Fonder
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

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

Aspen Investment Management increased its Bristol-Myers Squibb (BMY) stake by 6.3% in Q2 2026, buying an estimated $85.9K and bringing the position to 25,285 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #80.

Aspen Investment Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Aspen Investment Management held 25,285 shares of Bristol-Myers Squibb worth $1.46M as of Q2 2026.
  • Aspen Investment Management bought 1,496 Bristol-Myers Squibb shares in Q2 2026, an estimated $85.9K.
  • Bristol-Myers Squibb made up 0.39% of Aspen Investment Management's portfolio in Q2 2026, its #80 holding.
  • Aspen Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.