Brookwood Investment Group’s Bristol-Myers Squibb BMY Stock Holding History

Brookwood Investment Group’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	$1.47M	Sell	25,571 -35	-0.1%	-$2.01K	0.17%	132
2026 Q1	$1.55M	Sell	25,606 -9,419	-27%	-$549K	0.19%	118
2025 Q4	$1.89M	Sell	35,025 -1,217	-3%	-$58.5K	0.23%	80
2025 Q3	$1.63M	Buy	36,242 +1,284	+4%	+$60K	0.21%	85
2025 Q2	$1.62M	Buy	34,958 +6,972	+25%	+$342K	0.26%	62
2025 Q1	$1.71M	Buy	+27,986	New	+$1.63M	0.29%	59

Other funds holding BMY

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Brookwood Investment Group's BMY Position: Q2 2026 in Review

Brookwood Investment Group reduced its Bristol-Myers Squibb (BMY) stake by 0.14% in Q2 2026, selling an estimated $2.01K and leaving 25,571 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #132.

Brookwood Investment Group first reported a position in BMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Brookwood Investment Group held 25,571 shares of Bristol-Myers Squibb worth $1.47M as of Q2 2026.
Brookwood Investment Group sold 35 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.01K.
Bristol-Myers Squibb made up 0.17% of Brookwood Investment Group's portfolio in Q2 2026, its #132 holding.
Brookwood Investment Group first reported a position in Bristol-Myers Squibb in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Bristol-Myers Squibb position peaked at $1.89M in Q4 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.