Birchbrook’s Bristol-Myers Squibb BMY Stock Holding History

Birchbrook’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	$51K	Sell	885 -15,107	-94%	-$867K	0.02%	133
2026 Q1	$970K	Buy	15,992 +543	+4%	+$31.7K	0.48%	40
2025 Q4	$833K	Sell	15,449 -1,349	-8%	-$64.9K	0.42%	43
2025 Q3	$758K	Sell	16,798 -259	-2%	-$12.1K	0.39%	46
2025 Q2	$790K	Buy	17,057 +48	+0.3%	+$2.36K	0.42%	42
2025 Q1	$1.04M	Sell	17,009 -773	-4%	-$45.1K	0.58%	36
2024 Q4	$1.01M	Sell	17,782 -2,223	-11%	-$124K	0.57%	38
2024 Q3	$1.04M	Sell	20,005 -8,715	-30%	-$409K	0.57%	38
2024 Q2	$1.19M	Buy	28,720 +616	+2%	+$27.6K	0.72%	28
2024 Q1	$1.52M	Buy	28,104 +2,719	+11%	+$139K	0.91%	26
2023 Q4	$1.3M	Buy	+25,385	New	+$1.33M	0.86%	26

Other funds holding BMY

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Birchbrook's BMY Position: Q2 2026 in Review

Birchbrook reduced its Bristol-Myers Squibb (BMY) stake by 94% in Q2 2026, selling an estimated $867K and leaving 885 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #133.

Birchbrook first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2024. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Birchbrook held 885 shares of Bristol-Myers Squibb worth $51K as of Q2 2026.
Birchbrook sold 15,107 Bristol-Myers Squibb shares in Q2 2026, an estimated $867K.
Bristol-Myers Squibb made up 0.02% of Birchbrook's portfolio in Q2 2026, its #133 holding.
Birchbrook first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Bristol-Myers Squibb position peaked at $1.52M in Q1 2024.
936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.