Camelot Portfolios’s Bristol-Myers Squibb BMY Stock Holding History

Camelot Portfolios’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	$257K	Sell	4,465 -161	-3%	-$9.24K	0.18%	164
2026 Q1	$281K	Sell	4,626 -326	-7%	-$19K	0.21%	149
2025 Q4	$267K	Sell	4,952 -471	-9%	-$22.7K	0.16%	151
2025 Q3	$245K	Buy	5,423 +710	+15%	+$33.2K	0.14%	159
2025 Q2	$218K	Sell	4,713 -23	-0.5%	-$1.13K	0.13%	182
2025 Q1	$289K	Buy	+4,736	New	+$276K	0.18%	151
2024 Q3	–	Sell	-560	Closed	-$23.3K	–	195
2024 Q2	$23.3K	Buy	+560	New	+$25.1K	0.01%	356
2020 Q1	–	Sell	-14,057	Closed	-$902K	–	212
2019 Q4	$902K	Buy	14,057 +144	+1%	+$8.25K	0.38%	72
2019 Q3	$706K	Sell	13,913 -1,047	-7%	-$49.2K	0.33%	74
2019 Q2	$678K	Buy	14,960 +222	+2%	+$10.3K	0.28%	96
2019 Q1	$703K	Buy	+14,738	New	+$734K	0.29%	95

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

Camelot Portfolios's BMY Position: Q2 2026 in Review

Camelot Portfolios reduced its Bristol-Myers Squibb (BMY) stake by 3.5% in Q2 2026, selling an estimated $9.24K and leaving 4,465 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #164.

Camelot Portfolios first reported a position in BMY in Q1 2019 and has held it in 11 quarters since. The position peaked at $902K in Q4 2019. 860 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Camelot Portfolios held 4,465 shares of Bristol-Myers Squibb worth $257K as of Q2 2026.
Camelot Portfolios sold 161 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.24K.
Bristol-Myers Squibb made up 0.18% of Camelot Portfolios's portfolio in Q2 2026, its #164 holding.
Camelot Portfolios first reported a position in Bristol-Myers Squibb in Q1 2019 and has held it in 11 quarters since.
Camelot Portfolios's Bristol-Myers Squibb position peaked at $902K in Q4 2019.
860 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.