BluePath Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

BluePath Capital 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	$1.28M	Buy	22,205 +656	+3%	+$37.7K	0.7%	46
2026 Q1	$1.31M	Buy	21,549 +256	+1%	+$14.9K	0.9%	28
2025 Q4	$1.15M	Buy	21,293 +3,508	+20%	+$169K	0.78%	44
2025 Q3	$802K	Buy	17,785 +4,390	+33%	+$205K	0.59%	68
2025 Q2	$620K	Buy	+13,395	New	+$658K	0.55%	68
2023 Q4	–	Sell	-891	Closed	-$51.7K	–	132
2023 Q3	$51.7K	Buy	+891	New	+$54.6K	0.05%	186

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BluePath Capital Management's BMY Position: Q2 2026 in Review

BluePath Capital Management increased its Bristol-Myers Squibb (BMY) stake by 3% in Q2 2026, buying an estimated $37.7K and bringing the position to 22,205 shares worth $1.28M. The position accounts for 0.7% of the portfolio, ranked #46.

BluePath Capital Management first reported a position in BMY in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

BluePath Capital Management held 22,205 shares of Bristol-Myers Squibb worth $1.28M as of Q2 2026.
BluePath Capital Management bought 656 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.7K.
Bristol-Myers Squibb made up 0.7% of BluePath Capital Management's portfolio in Q2 2026, its #46 holding.
BluePath Capital Management first reported a position in Bristol-Myers Squibb in Q3 2023 and has held it in 6 quarters since.
BluePath Capital Management's Bristol-Myers Squibb position peaked at $1.31M in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.