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Birch Hill Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Birch Hill Investment Advisors’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 		$333K Hold
5,782
– – 0.01% 172
2026
Q1 		$351K Hold
5,782
– – 0.02% 163
2025
Q4 		$312K Buy
5,782
+300
+5% +$14.4K 0.01% 169
2025
Q3 		$247K Hold
5,482
– – 0.01% 182
2025
Q2 		$254K Hold
5,482
– – 0.01% 181
2025
Q1 		$334K Sell
5,482
-2,524
-32% -$147K 0.02% 158
2024
Q4 		$453K Buy
8,006
+26
+0.3% +$1.45K 0.02% 143
2024
Q3 		$413K Hold
7,980
– – 0.02% 141
2024
Q2 		$331K Sell
7,980
-851
-10% -$38.1K 0.02% 146
2024
Q1 		$479K Sell
8,831
-666
-7% -$33.9K 0.02% 132
2023
Q4 		$487K Sell
9,497
-8,894
-48% -$467K 0.03% 120
2023
Q3 		$1.07M Sell
18,391
-57
-0.3% -$3.49K 0.06% 91
2023
Q2 		$1.18M Hold
18,448
– – 0.07% 87
2023
Q1 		$1.28M Sell
18,448
-892
-5% -$62.9K 0.08% 86
2022
Q4 		$1.39M Buy
19,340
+160
+0.8% +$12.1K 0.09% 86
2022
Q3 		$1.36M Sell
19,180
-50
-0.3% -$3.63K 0.09% 84
2022
Q2 		$1.48M Sell
19,230
-50
-0.3% -$3.81K 0.09% 84
2022
Q1 		$1.41M Buy
19,280
+1,600
+9% +$107K 0.08% 91
2021
Q4 		$1.1M Sell
17,680
-2,774
-14% -$163K 0.05% 96
2021
Q3 		$1.21M Sell
20,454
-1,000
-5% -$65.9K 0.07% 93
2021
Q2 		$1.43M Sell
21,454
-310
-1% -$20.2K 0.08% 86
2021
Q1 		$1.37M Sell
21,764
-6,152
-22% -$383K 0.08% 85
2020
Q4 		$1.73M Sell
27,916
-1,800
-6% -$111K 0.1% 77
2020
Q3 		$1.79M Hold
29,716
– – 0.12% 70
2020
Q2 		$1.75M Sell
29,716
-450
-1% -$26.9K 0.13% 69
2020
Q1 		$1.68M Sell
30,166
-16,690
-36% -$1.02M 0.15% 67
2019
Q4 		$3.01M Buy
46,856
+37,808
+418% +$2.17M 0.2% 56
2019
Q3 		$459K Sell
9,048
-500
-5% -$23.5K 0.03% 112
2019
Q2 		$433K Hold
9,548
– – 0.03% 116
2019
Q1 		$456K Buy
+9,548
New +$476K 0.03% 114
2018
Q4 		– Sell
-10,714
Closed -$665K – 138
2018
Q3 		$665K Sell
10,714
-900
-8% -$53.4K 0.05% 106
2018
Q2 		$643K Sell
11,614
-800
-6% -$43.2K 0.05% 100
2018
Q1 		$785K Sell
12,414
-198
-2% -$12.7K 0.07% 86
2017
Q4 		$773K Hold
12,612
– – 0.06% 89
2017
Q3 		$804K Buy
12,612
+1,300
+11% +$75.9K 0.07% 87
2017
Q2 		$630K Hold
11,312
– – 0.06% 91
2017
Q1 		$615K Buy
11,312
+400
+4% +$21.9K 0.05% 90
2016
Q4 		$638K Hold
10,912
– – 0.06% 89
2016
Q3 		$588K Buy
10,912
+1,000
+10% +$64.2K 0.05% 89
2016
Q2 		$729K Buy
9,912
+100
+1% +$7.07K 0.07% 84
2016
Q1 		$627K Sell
9,812
-1,500
-13% -$94.6K 0.07% 88
2015
Q4 		$778K Sell
11,312
-100
-0.9% -$6.61K 0.08% 82
2015
Q3 		$676K Hold
11,412
– – 0.07% 88
2015
Q2 		$759K Hold
11,412
– – 0.08% 90
2015
Q1 		$736K Sell
11,412
-240
-2% -$15K 0.08% 93
2014
Q4 		$688K Hold
11,652
– – 0.07% 94
2014
Q3 		$596K Buy
11,652
+240
+2% +$12K 0.06% 96
2014
Q2 		$554K Hold
11,412
– – 0.06% 98
2014
Q1 		$593K Buy
11,412
+500
+5% +$26.6K 0.06% 93
2013
Q4 		$580K Hold
10,912
– – 0.06% 103
2013
Q3 		$505K Buy
10,912
+666
+7% +$29.2K 0.06% 103
2013
Q2 		$458K Buy
+10,246
New +$445K 0.06% 105

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

Birch Hill Investment Advisors's BMY Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 5,782 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #172.

Birch Hill Investment Advisors first reported a position in BMY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.01M in Q4 2019. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Birch Hill Investment Advisors held 5,782 shares of Bristol-Myers Squibb worth $333K as of Q2 2026.
  • Birch Hill Investment Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
  • Bristol-Myers Squibb made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Birch Hill Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 52 quarters since.
  • Birch Hill Investment Advisors's Bristol-Myers Squibb position peaked at $3.01M in Q4 2019.
  • 878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.