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

Boltwood 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 		$400K Buy
6,937
+972
+16% +$55.8K 0.09% 151
2026
Q1 		$362K Buy
5,965
+760
+15% +$44.3K 0.09% 145
2025
Q4 		$281K Sell
5,205
-205
-4% -$9.86K 0.07% 156
2025
Q3 		$244K Sell
5,410
-230
-4% -$10.7K 0.06% 164
2025
Q2 		$261K Buy
5,640
+395
+8% +$19.4K 0.07% 158
2025
Q1 		$320K Buy
5,245
+540
+11% +$31.5K 0.1% 142
2024
Q4 		$266K Buy
4,705
+760
+19% +$42.5K 0.08% 150
2024
Q3 		$204K Buy
+3,945
New +$185K 0.06% 172
2023
Q4 		– Sell
-3,513
Closed -$204K – 166
2023
Q3 		$204K Sell
3,513
-25
-0.7% -$1.53K 0.08% 152
2023
Q2 		$226K Buy
3,538
+50
+1% +$3.35K 0.08% 152
2023
Q1 		$242K Buy
3,488
+300
+9% +$21.2K 0.09% 147
2022
Q4 		$229K Sell
3,188
-40
-1% -$3.02K 0.09% 139
2022
Q3 		$229K Sell
3,228
-60
-2% -$4.35K 0.1% 138
2022
Q2 		$253K Buy
3,288
+198
+6% +$15.1K 0.11% 136
2022
Q1 		$226K Sell
3,090
-270
-8% -$18.1K 0.09% 151
2021
Q4 		$209K Sell
3,360
-400
-11% -$23.5K 0.08% 155
2021
Q3 		$222K Sell
3,760
-626
-14% -$41.2K 0.09% 144
2021
Q2 		$293K Sell
4,386
-200
-4% -$13K 0.12% 138
2021
Q1 		$290K Sell
4,586
-215
-4% -$13.4K 0.13% 130
2020
Q4 		$298K Sell
4,801
-680
-12% -$41.8K 0.14% 127
2020
Q3 		$330K Hold
5,481
– – 0.18% 114
2020
Q2 		$322K Sell
5,481
-1,420
-21% -$84.9K 0.19% 108
2020
Q1 		$385K Sell
6,901
-2,200
-24% -$134K 0.27% 96
2019
Q4 		$584K Sell
9,101
-13,435
-60% -$769K 0.33% 88
2019
Q3 		$1.14M Buy
22,536
+910
+4% +$42.8K 0.72% 47
2019
Q2 		$981K Buy
21,626
+400
+2% +$18.6K 0.63% 53
2019
Q1 		$1.01M Buy
21,226
+2,064
+11% +$103K 0.66% 55
2018
Q4 		$996K Sell
19,162
-263
-1% -$14.1K 0.68% 50
2018
Q3 		$1.21M Buy
19,425
+614
+3% +$36.4K 0.72% 45
2018
Q2 		$1.04M Buy
18,811
+215
+1% +$11.6K 0.68% 51
2018
Q1 		$1.18M Sell
18,596
-184
-1% -$11.8K 0.81% 46
2017
Q4 		$1.15M Buy
18,780
+610
+3% +$38.2K 0.7% 48
2017
Q3 		$1.16M Sell
18,170
-35
-0.2% -$2.04K 0.75% 43
2017
Q2 		$1.01M Buy
18,205
+300
+2% +$16.3K 0.69% 50
2017
Q1 		$973K Buy
17,905
+2,160
+14% +$118K 0.68% 46
2016
Q4 		$920K Buy
15,745
+50
+0.3% +$2.73K 0.7% 45
2016
Q3 		$846K Sell
15,695
-110
-0.7% -$7.07K 0.68% 50
2016
Q2 		$1.16M Buy
15,805
+265
+2% +$18.7K 0.97% 37
2016
Q1 		$993K Hold
15,540
– – 0.87% 40
2015
Q4 		$1.07M Buy
15,540
+200
+1% +$13.2K 0.98% 35
2015
Q3 		$908K Sell
15,340
-300
-2% -$19K 0.97% 35
2015
Q2 		$1.04M Sell
15,640
-175,110
-92% -$11.5M 1.02% 33
2015
Q1 		$12.3M Sell
190,750
-75
-0% -$4.7K 3.61% 7
2014
Q4 		$11.3M Buy
190,825
+5,700
+3% +$321K 3.21% 9
2014
Q3 		$9.47M Buy
185,125
+3,300
+2% +$165K 2.81% 13
2014
Q2 		$8.82M Buy
181,825
+45,145
+33% +$2.22M 2.6% 16
2014
Q1 		$7.1M Buy
136,680
+34,700
+34% +$1.85M 2.23% 17
2013
Q4 		$5.42M Hold
101,980
– – 1.77% 21
2013
Q3 		$4.72M Buy
101,980
+19,500
+24% +$856K 1.71% 22
2013
Q2 		$3.69M Buy
+82,480
New +$3.58M 1.52% 25

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

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

Boltwood Capital Management increased its Bristol-Myers Squibb (BMY) stake by 16% in Q2 2026, buying an estimated $55.8K and bringing the position to 6,937 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #151.

Boltwood Capital Management first reported a position in BMY in Q2 2013 and has held it in 50 quarters since. The position peaked at $12.3M in Q1 2015. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Boltwood Capital Management held 6,937 shares of Bristol-Myers Squibb worth $400K as of Q2 2026.
  • Boltwood Capital Management bought 972 Bristol-Myers Squibb shares in Q2 2026, an estimated $55.8K.
  • Bristol-Myers Squibb made up 0.09% of Boltwood Capital Management's portfolio in Q2 2026, its #151 holding.
  • Boltwood Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 50 quarters since.
  • Boltwood Capital Management's Bristol-Myers Squibb position peaked at $12.3M in Q1 2015.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.