Canopy Partners’s Bristol-Myers Squibb BMY Stock Holding History

Canopy Partners’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	$232K	Sell	4,035 -415	-9%	-$23.8K	0.07%	213
2026 Q1	$270K	Buy	4,450 +526	+13%	+$30.7K	0.09%	179
2025 Q4	$212K	Buy	+3,924	New	+$189K	0.07%	217
2025 Q2	–	Sell	-5,014	Closed	-$306K	–	229
2025 Q1	$306K	Buy	5,014 +71	+1%	+$4.14K	0.12%	139
2024 Q4	$280K	Buy	4,943 +54	+1%	+$3.02K	0.11%	148
2024 Q3	$253K	Buy	+4,889	New	+$229K	0.11%	155
2024 Q2	–	Sell	-4,638	Closed	-$252K	–	199
2024 Q1	$252K	Buy	+4,638	New	+$236K	0.12%	147

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

Canopy Partners's BMY Position: Q2 2026 in Review

Canopy Partners reduced its Bristol-Myers Squibb (BMY) stake by 9.3% in Q2 2026, selling an estimated $23.8K and leaving 4,035 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #213.

Canopy Partners first reported a position in BMY in Q1 2024 and has held it in 7 quarters since. The position peaked at $306K in Q1 2025. 765 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Canopy Partners held 4,035 shares of Bristol-Myers Squibb worth $232K as of Q2 2026.
Canopy Partners sold 415 Bristol-Myers Squibb shares in Q2 2026, an estimated $23.8K.
Bristol-Myers Squibb made up 0.07% of Canopy Partners's portfolio in Q2 2026, its #213 holding.
Canopy Partners first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 7 quarters since.
Canopy Partners's Bristol-Myers Squibb position peaked at $306K in Q1 2025.
765 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.