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Berkshire Bank’s Bristol-Myers Squibb BMY Stock Holding History

Berkshire Bank’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 		– Sell
-4,026
Closed -$244K – 159
2026
Q1 		$244K Hold
4,026
– – 0.05% 145
2025
Q4 		$217K Sell
4,026
-5,409
-57% -$260K 0.04% 150
2025
Q3 		$426K Sell
9,435
-210
-2% -$9.81K 0.09% 109
2025
Q2 		$446K Sell
9,645
-306
-3% -$15K 0.1% 105
2025
Q1 		$607K Sell
9,951
-284
-3% -$16.6K 0.15% 88
2024
Q4 		$579K Sell
10,235
-829
-7% -$46.3K 0.13% 89
2024
Q3 		$572K Sell
11,064
-1,862
-14% -$87.3K 0.13% 94
2024
Q2 		$537K Sell
12,926
-2,310
-15% -$103K 0.13% 93
2024
Q1 		$826K Sell
15,236
-9,322
-38% -$475K 0.21% 77
2023
Q4 		$1.26M Sell
24,558
-1,916
-7% -$101K 0.33% 62
2023
Q3 		$1.54M Sell
26,474
-9
-0% -$551 0.44% 49
2023
Q2 		$1.69M Sell
26,483
-2,239
-8% -$150K 0.47% 51
2023
Q1 		$1.99M Sell
28,722
-3,434
-11% -$242K 0.59% 40
2022
Q4 		$2.31M Sell
32,156
-5,782
-15% -$436K 0.71% 38
2022
Q3 		$2.7M Sell
37,938
-4,629
-11% -$336K 0.82% 36
2022
Q2 		$3.28M Sell
42,567
-5,124
-11% -$390K 0.95% 30
2022
Q1 		$3.48M Sell
47,691
-2,743
-5% -$184K 0.83% 35
2021
Q4 		$3.14M Sell
50,434
-2,801
-5% -$164K 0.7% 38
2021
Q3 		$3.15M Buy
53,235
+763
+1% +$50.2K 0.77% 38
2021
Q2 		$3.51M Buy
52,472
+2,419
+5% +$158K 0.85% 34
2021
Q1 		$3.16M Buy
50,053
+113
+0.2% +$7.03K 0.79% 35
2020
Q4 		$3.1M Buy
49,940
+2,718
+6% +$167K 0.77% 33
2020
Q3 		$2.85M Buy
+47,222
New +$2.84M 0.76% 35

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

Berkshire Bank's BMY Position: Q2 2026 in Review

Berkshire Bank sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 4,026 shares — an estimated $244K sold.

Berkshire Bank first reported a position in BMY in Q3 2020 and held it in 23 quarters. The position peaked at $3.51M in Q2 2021. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Berkshire Bank reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Berkshire Bank sold 4,026 Bristol-Myers Squibb shares in Q2 2026, an estimated $244K.
  • Berkshire Bank first reported a position in Bristol-Myers Squibb in Q3 2020 and held it in 23 quarters.
  • Berkshire Bank's Bristol-Myers Squibb position peaked at $3.51M in Q2 2021.
  • 832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.