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Boston Trust Walden’s Bristol-Myers Squibb BMY Stock Holding History

Boston Trust Walden’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 		$704K Sell
12,222
-483
-4% -$27.7K 0.01% 314
2026
Q1 		$771K Hold
12,705
– – 0.01% 305
2025
Q4 		$685K Sell
12,705
-500
-4% -$24.1K 0.01% 306
2025
Q3 		$596K Sell
13,205
-202
-2% -$9.43K ﹤0.01% 318
2025
Q2 		$621K Buy
13,407
+200
+2% +$9.82K ﹤0.01% 312
2025
Q1 		$805K Hold
13,207
– – 0.01% 292
2024
Q4 		$747K Sell
13,207
-1,000
-7% -$55.9K 0.01% 295
2024
Q3 		$735K Sell
14,207
-4
-0% -$188 0.01% 300
2024
Q2 		$590K Sell
14,211
-100
-0.7% -$4.47K ﹤0.01% 311
2024
Q1 		$776K Sell
14,311
-605
-4% -$30.8K 0.01% 290
2023
Q4 		$765K Sell
14,916
-342
-2% -$18K 0.01% 290
2023
Q3 		$886K Buy
15,258
+771
+5% +$47.2K 0.01% 280
2023
Q2 		$926K Buy
14,487
+754
+5% +$50.6K 0.01% 281
2023
Q1 		$952K Sell
13,733
-1,304
-9% -$92K 0.01% 280
2022
Q4 		$1.08M Sell
15,037
-300
-2% -$22.6K 0.01% 278
2022
Q3 		$1.09M Buy
15,337
+1,391
+10% +$101K 0.01% 267
2022
Q2 		$1.07M Buy
13,946
+94
+0.7% +$7.16K 0.01% 270
2022
Q1 		$1.01M Sell
13,852
-3,300
-19% -$222K 0.01% 280
2021
Q4 		$1.07M Sell
17,152
-1,100
-6% -$64.5K 0.01% 283
2021
Q3 		$1.08M Buy
18,252
+667
+4% +$43.9K 0.01% 277
2021
Q2 		$1.18M Sell
17,585
-300
-2% -$19.6K 0.01% 278
2021
Q1 		$1.13M Hold
17,885
– – 0.01% 275
2020
Q4 		$1.11M Buy
17,885
+115
+0.6% +$7.07K 0.01% 277
2020
Q3 		$1.07M Sell
17,770
-149
-0.8% -$8.97K 0.01% 282
2020
Q2 		$1.05M Sell
17,919
-1,000
-5% -$59.8K 0.01% 281
2020
Q1 		$1.05M Sell
18,919
-3,840
-17% -$235K 0.02% 276
2019
Q4 		$1.46M Buy
22,759
+6,022
+36% +$345K 0.02% 281
2019
Q3 		$849K Hold
16,737
– – 0.01% 293
2019
Q2 		$759K Hold
16,737
– – 0.01% 306
2019
Q1 		$799K Sell
16,737
-271
-2% -$13.5K 0.01% 310
2018
Q4 		$884K Sell
17,008
-1,031
-6% -$55.4K 0.01% 301
2018
Q3 		$1.12M Sell
18,039
-169
-0.9% -$10K 0.02% 298
2018
Q2 		$1.01M Sell
18,208
-1,152
-6% -$62.2K 0.01% 304
2018
Q1 		$1.23M Sell
19,360
-39
-0.2% -$2.51K 0.02% 295
2017
Q4 		$1.19M Sell
19,399
-927
-5% -$58K 0.02% 296
2017
Q3 		$1.3M Buy
20,326
+836
+4% +$48.8K 0.02% 297
2017
Q2 		$1.09M Sell
19,490
-255
-1% -$13.9K 0.02% 295
2017
Q1 		$1.07M Buy
19,745
+1,486
+8% +$81.5K 0.02% 293
2016
Q4 		$1.07M Buy
18,259
+240
+1% +$13.1K 0.02% 293
2016
Q3 		$972K Sell
18,019
-150
-0.8% -$9.63K 0.02% 292
2016
Q2 		$1.34M Hold
18,169
– – 0.02% 280
2016
Q1 		$1.16M Sell
18,169
-200
-1% -$12.6K 0.02% 288
2015
Q4 		$1.26M Sell
18,369
-760
-4% -$50.2K 0.02% 273
2015
Q3 		$1.13M Sell
19,129
-565
-3% -$35.8K 0.02% 284
2015
Q2 		$1.31M Sell
19,694
-660
-3% -$43.5K 0.02% 282
2015
Q1 		$1.31M Buy
20,354
+675
+3% +$42.3K 0.02% 273
2014
Q4 		$1.16M Sell
19,679
-210
-1% -$11.8K 0.02% 277
2014
Q3 		$1.02M Buy
19,889
+10
+0.1% +$500 0.02% 281
2014
Q2 		$964K Hold
19,879
– – 0.01% 284
2014
Q1 		$1.03M Hold
19,879
– – 0.02% 257
2013
Q4 		$1.06M Buy
19,879
+6,414
+48% +$327K 0.02% 260
2013
Q3 		$623K Hold
13,465
– – 0.01% 272
2013
Q2 		$602K Buy
+13,465
New +$585K 0.01% 266

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Boston Trust Walden's BMY Position: Q2 2026 in Review

Boston Trust Walden reduced its Bristol-Myers Squibb (BMY) stake by 3.8% in Q2 2026, selling an estimated $27.7K and leaving 12,222 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #314.

Boston Trust Walden first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.46M in Q4 2019. 928 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Boston Trust Walden held 12,222 shares of Bristol-Myers Squibb worth $704K as of Q2 2026.
  • Boston Trust Walden sold 483 Bristol-Myers Squibb shares in Q2 2026, an estimated $27.7K.
  • Bristol-Myers Squibb made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #314 holding.
  • Boston Trust Walden first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Boston Trust Walden's Bristol-Myers Squibb position peaked at $1.46M in Q4 2019.
  • 928 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.