Broadwater Capital’s Bristol-Myers Squibb BMY Stock Holding History

Broadwater Capital’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	$377K	Sell	6,545 -1,185	-15%	-$68K	0.27%	58
2026 Q1	$417K	Hold	7,730	–	–	0.31%	56
2025 Q4	$417K	Sell	7,730 -1,170	-13%	-$56.3K	0.31%	56
2025 Q3	$401K	Sell	8,900 -403,087	-98%	-$18.8M	0.29%	58
2025 Q2	$412M	Buy	411,987 +403,087	+4,529%	+$19.8M	0.32%	60
2025 Q1	$543K	Hold	8,900	–	–	0.42%	50
2024 Q4	$503K	Hold	8,900	–	–	0.39%	50
2024 Q3	$460K	Sell	8,900 -1,580	-15%	-$74.1K	0.34%	56
2024 Q2	$435K	Sell	10,480 -4,740	-31%	-$212K	0.34%	55
2024 Q1	$825K	Hold	15,220	–	–	0.63%	42
2023 Q4	$781K	Buy	+15,220	New	+$799K	0.61%	43

Other funds holding BMY

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

SAM

SEB Asset Management Stockholm $26.6B AUM

Broadwater Capital's BMY Position: Q2 2026 in Review

Broadwater Capital reduced its Bristol-Myers Squibb (BMY) stake by 15% in Q2 2026, selling an estimated $68K and leaving 6,545 shares worth $377K. The position accounts for 0.27% of the portfolio, ranked #58.

Broadwater Capital first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. The position peaked at $412M in Q2 2025. 1,402 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Broadwater Capital held 6,545 shares of Bristol-Myers Squibb worth $377K as of Q2 2026.
Broadwater Capital sold 1,185 Bristol-Myers Squibb shares in Q2 2026, an estimated $68K.
Bristol-Myers Squibb made up 0.27% of Broadwater Capital's portfolio in Q2 2026, its #58 holding.
Broadwater Capital first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Bristol-Myers Squibb position peaked at $412M in Q2 2025.
1,402 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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