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

Brookstone 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 		$5.43M Sell
94,227
-64,959
-41% -$3.73M 0.05% 312
2026
Q1 		$9.65M Buy
159,186
+35,588
+29% +$2.07M 0.11% 210
2025
Q4 		$6.67M Buy
123,598
+985
+0.8% +$47.4K 0.08% 265
2025
Q3 		$5.53M Buy
122,613
+82,486
+206% +$3.85M 0.07% 286
2025
Q2 		$1.86M Buy
40,127
+1,358
+4% +$66.7K 0.02% 434
2025
Q1 		$2.36M Sell
38,769
-147,386
-79% -$8.59M 0.03% 377
2024
Q4 		$10.5M Buy
186,155
+18,516
+11% +$1.03M 0.15% 163
2024
Q3 		$8.67M Buy
167,639
+16,744
+11% +$785K 0.13% 178
2024
Q2 		$6.51M Buy
150,895
+858
+0.6% +$38.4K 0.11% 196
2024
Q1 		$8.14M Buy
150,037
+40,018
+36% +$2.04M 0.15% 164
2023
Q4 		$5.65M Buy
110,019
+14,516
+15% +$762K 0.11% 190
2023
Q3 		$5.39M Buy
95,503
+62,766
+192% +$3.85M 0.12% 175
2023
Q2 		$2.05M Sell
32,737
-852
-3% -$57.1K 0.04% 309
2023
Q1 		$2.37M Sell
33,589
-1,367
-4% -$96.4K 0.05% 295
2022
Q4 		$2.55M Buy
34,956
+846
+2% +$63.8K 0.05% 268
2022
Q3 		$2.36M Sell
34,110
-19,927
-37% -$1.45M 0.05% 259
2022
Q2 		$4.07M Sell
54,037
-56,481
-51% -$4.3M 0.09% 194
2022
Q1 		$8.46M Buy
110,518
+17,451
+19% +$1.17M 0.17% 124
2021
Q4 		$5.85M Sell
93,067
-1,827
-2% -$107K 0.1% 165
2021
Q3 		$5.42M Buy
94,894
+12,857
+16% +$847K 0.1% 168
2021
Q2 		$5.53M Buy
82,037
+18,005
+28% +$1.17M 0.1% 174
2021
Q1 		$4.04M Buy
64,032
+5,490
+9% +$342K 0.15% 120
2020
Q4 		$3.63M Sell
58,542
-2,511
-4% -$154K 0.14% 121
2020
Q3 		$3.68M Buy
61,053
+11,717
+24% +$705K 0.17% 94
2020
Q2 		$2.9M Sell
49,336
-8,912
-15% -$533K 0.18% 83
2020
Q1 		$3.25M Sell
58,248
-26,463
-31% -$1.62M 0.19% 70
2019
Q4 		$5.44M Buy
84,711
+886
+1% +$50.7K 0.28% 55
2019
Q3 		$4.25M Buy
83,825
+26,062
+45% +$1.22M 0.23% 69
2019
Q2 		$2.62M Buy
57,763
+45,519
+372% +$2.12M 0.15% 109
2019
Q1 		$584K Buy
12,244
+742
+6% +$37K 0.04% 189
2018
Q4 		$598K Sell
11,502
-1,224
-10% -$65.8K 0.05% 163
2018
Q3 		$790K Buy
12,726
+983
+8% +$58.3K 0.06% 197
2018
Q2 		$650K Sell
11,743
-81
-0.7% -$4.38K 0.06% 173
2018
Q1 		$748K Buy
11,824
+573
+5% +$36.9K 0.07% 152
2017
Q4 		$689K Buy
11,251
+256
+2% +$16K 0.06% 167
2017
Q3 		$701K Buy
10,995
+22
+0.2% +$1.28K 0.06% 165
2017
Q2 		$611K Buy
10,973
+1,603
+17% +$87.2K 0.06% 163
2017
Q1 		$510K Buy
9,370
+513
+6% +$28.1K 0.05% 174
2016
Q4 		$518K Sell
8,857
-299
-3% -$16.3K 0.06% 163
2016
Q3 		$494K Sell
9,156
-84
-0.9% -$5.4K 0.05% 170
2016
Q2 		$680K Buy
9,240
+100
+1% +$7.07K 0.09% 148
2016
Q1 		$583K Sell
9,140
-426
-4% -$26.9K 0.09% 150
2015
Q4 		$658K Buy
9,566
+319
+3% +$21.1K 0.13% 67
2015
Q3 		$547K Sell
9,247
-806
-8% -$51.1K 0.1% 64
2015
Q2 		$669K Buy
10,053
+47
+0.5% +$3.1K 0.08% 116
2015
Q1 		$645K Buy
10,006
+383
+4% +$24K 0.1% 104
2014
Q4 		$568K Buy
9,623
+3,238
+51% +$183K 0.09% 104
2014
Q3 		$327K Buy
6,385
+107
+2% +$5.34K 0.06% 118
2014
Q2 		$305K Sell
6,278
-41
-0.6% -$2.02K 0.06% 82
2014
Q1 		$328K Sell
6,319
-39
-0.6% -$2.08K 0.08% 79
2013
Q4 		$338K Buy
+6,358
New +$324K 0.1% 72

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

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

Brookstone Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 41% in Q2 2026, selling an estimated $3.73M and leaving 94,227 shares worth $5.43M. The position accounts for 0.05% of the portfolio, ranked #312.

Brookstone Capital Management first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.5M in Q4 2024. 799 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Brookstone Capital Management held 94,227 shares of Bristol-Myers Squibb worth $5.43M as of Q2 2026.
  • Brookstone Capital Management sold 64,959 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.73M.
  • Bristol-Myers Squibb made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #312 holding.
  • Brookstone Capital Management first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
  • Brookstone Capital Management's Bristol-Myers Squibb position peaked at $10.5M in Q4 2024.
  • 799 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.