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Aull & Monroe Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Aull & Monroe 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 		$531K Buy
9,214
+343
+4% +$19.7K 0.22% 83
2026
Q1 		$538K Hold
8,871
– – 0.25% 75
2025
Q4 		$479K Sell
8,871
-1,550
-15% -$74.6K 0.24% 78
2025
Q3 		$470K Sell
10,421
-316
-3% -$14.8K 0.24% 82
2025
Q2 		$497K Sell
10,737
-600
-5% -$29.5K 0.27% 76
2025
Q1 		$691K Sell
11,337
-34
-0.3% -$1.98K 0.34% 65
2024
Q4 		$643K Sell
11,371
-1,700
-13% -$95K 0.33% 71
2024
Q3 		$676K Sell
13,071
-561
-4% -$26.3K 0.31% 72
2024
Q2 		$566K Sell
13,632
-1,989
-13% -$89K 0.28% 79
2024
Q1 		$847K Sell
15,621
-2,300
-13% -$117K 0.39% 64
2023
Q4 		$920K Sell
17,921
-800
-4% -$42K 0.45% 56
2023
Q3 		$1.09M Sell
18,721
-452
-2% -$27.7K 0.57% 53
2023
Q2 		$1.23M Sell
19,173
-50
-0.3% -$3.35K 0.62% 53
2023
Q1 		$1.33M Sell
19,223
-133
-0.7% -$9.38K 0.68% 49
2022
Q4 		$1.39M Sell
19,356
-671
-3% -$50.6K 0.69% 49
2022
Q3 		$1.42M Hold
20,027
– – 0.78% 45
2022
Q2 		$1.54M Hold
20,027
– – 0.78% 44
2022
Q1 		$1.46M Buy
20,027
+1,100
+6% +$73.9K 0.66% 53
2021
Q4 		$1.18M Hold
18,927
– – 0.53% 57
2021
Q3 		$1.12M Hold
18,927
– – 0.55% 57
2021
Q2 		$1.26M Buy
18,927
+330
+2% +$21.5K 0.6% 53
2021
Q1 		$1.17M Buy
18,597
+4,762
+34% +$296K 0.57% 55
2020
Q4 		$858K Sell
13,835
-617
-4% -$37.9K 0.46% 61
2020
Q3 		$872K Hold
14,452
– – 0.51% 57
2020
Q2 		$850K Sell
14,452
-601
-4% -$35.9K 0.53% 60
2020
Q1 		$839K Hold
15,053
– – 0.56% 51
2019
Q4 		$967K Buy
15,053
+436
+3% +$25K 0.49% 63
2019
Q3 		$741K Sell
14,617
-2,100
-13% -$98.7K 0.39% 70
2019
Q2 		$758K Sell
16,717
-680
-4% -$31.7K 0.4% 72
2019
Q1 		$830K Sell
17,397
-100
-0.6% -$4.98K 0.44% 69
2018
Q4 		$910K Sell
17,497
-2,278
-12% -$122K 0.52% 57
2018
Q3 		$1.23M Sell
19,775
-300
-1% -$17.8K 0.59% 56
2018
Q2 		$1.11M Sell
20,075
-200
-1% -$10.8K 0.57% 58
2018
Q1 		$1.28M Buy
20,275
+100
+0.5% +$6.43K 0.67% 51
2017
Q4 		$1.24M Sell
20,175
-200
-1% -$12.5K 0.62% 51
2017
Q3 		$1.3M Sell
20,375
-300
-1% -$17.5K 0.67% 51
2017
Q2 		$1.15M Hold
20,675
– – 0.62% 54
2017
Q1 		$1.12M Sell
20,675
-150
-0.7% -$8.23K 0.6% 57
2016
Q4 		$1.22M Buy
20,825
+300
+1% +$16.4K 0.68% 51
2016
Q3 		$1.11M Hold
20,525
– – 0.64% 54
2016
Q2 		$1.51M Sell
20,525
-500
-2% -$35.3K 0.87% 39
2016
Q1 		$1.34M Sell
21,025
-1,500
-7% -$94.6K 0.81% 45
2015
Q4 		$1.55M Sell
22,525
-200
-0.9% -$13.2K 0.96% 37
2015
Q3 		$1.34M Sell
22,725
-135
-0.6% -$8.56K 0.87% 42
2015
Q2 		$1.51M Buy
22,860
+1,117
+5% +$73.6K 0.88% 42
2015
Q1 		$1.4M Sell
21,743
-150
-0.7% -$9.39K 0.79% 45
2014
Q4 		$1.29M Sell
21,893
-1,200
-5% -$67.7K 0.7% 52
2014
Q3 		$1.18M Buy
23,093
+399
+2% +$19.9K 0.63% 61
2014
Q2 		$1.1M Buy
22,694
+1,500
+7% +$73.9K 0.59% 62
2014
Q1 		$1.1M Buy
21,194
+1,100
+5% +$58.5K 0.63% 58
2013
Q4 		$1.07M Buy
20,094
+100
+0.5% +$5.09K 0.62% 59
2013
Q3 		$925K Hold
19,994
– – 0.6% 57
2013
Q2 		$894K Buy
+19,994
New +$868K 0.6% 59

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aull & Monroe Investment Management's BMY Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Bristol-Myers Squibb (BMY) stake by 3.9% in Q2 2026, buying an estimated $19.7K and bringing the position to 9,214 shares worth $531K. The position accounts for 0.22% of the portfolio, ranked #83.

Aull & Monroe Investment Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.55M in Q4 2015. 935 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Aull & Monroe Investment Management held 9,214 shares of Bristol-Myers Squibb worth $531K as of Q2 2026.
  • Aull & Monroe Investment Management bought 343 Bristol-Myers Squibb shares in Q2 2026, an estimated $19.7K.
  • Bristol-Myers Squibb made up 0.22% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #83 holding.
  • Aull & Monroe Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Bristol-Myers Squibb position peaked at $1.55M in Q4 2015.
  • 935 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.