Brown Shipley & Co’s Bristol-Myers Squibb BMY Stock Holding History

Brown Shipley & Co’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	$15.6K	Hold	270	–	–	0.01%	68
2026 Q1	$16.4K	Hold	270	–	–	0.01%	67
2025 Q4	$14.6K	Buy	+270	New	+$13K	0.01%	67
2024 Q4	–	Sell	-235	Closed	-$12.2K	–	66
2024 Q3	$12.2K	Hold	235	–	–	0.01%	65
2024 Q2	$9.76K	Sell	235 -7,341	-97%	-$328K	﹤0.01%	70
2024 Q1	$402K	Sell	7,576 -56	-0.7%	-$2.85K	0.13%	46
2023 Q4	$392K	Sell	7,632 -303	-4%	-$15.9K	0.19%	42
2023 Q3	$461K	Sell	7,935 -1,226	-13%	-$75.1K	0.25%	42
2023 Q2	$586K	Buy	9,161 +164	+2%	+$11K	0.24%	47
2023 Q1	$624K	Buy	+8,997	New	+$635K	0.4%	35

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Brown Shipley & Co's BMY Position: Q2 2026 in Review

Brown Shipley & Co held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 270 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #68.

Brown Shipley & Co first reported a position in BMY in Q1 2023 and has held it in 10 quarters since. The position peaked at $624K in Q1 2023. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Brown Shipley & Co held 270 shares of Bristol-Myers Squibb worth $15.6K as of Q2 2026.
Brown Shipley & Co left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Brown Shipley & Co's portfolio in Q2 2026, its #68 holding.
Brown Shipley & Co first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 10 quarters since.
Brown Shipley & Co's Bristol-Myers Squibb position peaked at $624K in Q1 2023.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.