BTI
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Blue Trust Inc’s Bristol-Myers Squibb BMY Stock Holding History

Blue Trust Inc’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 		$932K Sell
16,168
-3
-0% -$172 0.01% 313
2026
Q1 		$981K Sell
16,171
-1,922
-11% -$112K 0.01% 294
2025
Q4 		$976K Sell
18,093
-4,041
-18% -$194K 0.01% 291
2025
Q3 		$998K Sell
22,134
-413
-2% -$19.3K 0.01% 298
2025
Q2 		$1.04M Sell
22,547
-1,287
-5% -$63.2K 0.01% 262
2025
Q1 		$1.45M Buy
23,834
+93
+0.4% +$5.42K 0.02% 196
2024
Q4 		$1.34M Sell
23,741
-1,760
-7% -$98.3K 0.02% 201
2024
Q3 		$1.06M Buy
25,501
+8,498
+50% +$399K 0.01% 261
2024
Q2 		$922K Buy
17,003
+3,263
+24% +$146K 0.01% 229
2024
Q1 		$745K Sell
13,740
-949
-6% -$48.3K 0.01% 217
2023
Q4 		$852K Sell
14,689
-438
-3% -$23K 0.01% 176
2023
Q3 		$968K Buy
15,127
+1,963
+15% +$120K 0.01% 172
2023
Q2 		$913K Sell
13,164
-7,420
-36% -$498K 0.01% 175
2023
Q1 		$1.48M Sell
20,584
-247
-1% -$17.4K 0.02% 159
2022
Q4 		$1.48M Buy
20,831
+8,333
+67% +$628K 0.03% 145
2022
Q3 		$962K Buy
12,498
+1,653
+15% +$120K 0.02% 148
2022
Q2 		$792K Buy
+10,845
New +$826K 0.01% 157

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Blue Trust Inc's BMY Position: Q2 2026 in Review

Blue Trust Inc reduced its Bristol-Myers Squibb (BMY) stake by 0.02% in Q2 2026, selling an estimated $172 and leaving 16,168 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #313.

Blue Trust Inc first reported a position in BMY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.48M in Q1 2023. 938 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Blue Trust Inc held 16,168 shares of Bristol-Myers Squibb worth $932K as of Q2 2026.
  • Blue Trust Inc sold 3 Bristol-Myers Squibb shares in Q2 2026, an estimated $172.
  • Bristol-Myers Squibb made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #313 holding.
  • Blue Trust Inc first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Bristol-Myers Squibb position peaked at $1.48M in Q1 2023.
  • 938 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.