Cape Investment Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Cape Investment Advisory’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	$25.2K	Buy	+437	New	+$25.1K	0.01%	661
2026 Q1	–	Sell	-613	Closed	-$33K	–	336
2025 Q4	$33K	Buy	613 +287	+88%	+$13.8K	0.01%	507
2025 Q3	$14.7K	Sell	326 -84	-20%	-$3.92K	0.01%	353
2025 Q2	$19K	Sell	410 -5	-1%	-$245	0.01%	519
2025 Q1	$25.3K	Buy	415 +2	+0.5%	+$117	0.01%	439
2024 Q4	$23.4K	Buy	413 +38	+10%	+$2.12K	0.01%	456
2024 Q3	$19.4K	Buy	375 +1	+0.3%	+$47	0.01%	467
2024 Q2	$15.5K	Buy	374 +2	+0.5%	+$89	0.01%	458
2024 Q1	$20.2K	Buy	372 +101	+37%	+$5.14K	0.01%	441
2023 Q4	$13.9K	Buy	271 +7	+3%	+$367	0.01%	598
2023 Q3	$15.3K	Hold	264	–	–	0.01%	488
2023 Q2	$16.9K	Buy	264 +6	+2%	+$402	0.01%	468
2023 Q1	$17.9K	Buy	+258	New	+$18.2K	0.01%	440

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

Cape Investment Advisory's BMY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 437 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BMY as recently as Q4 2025.

Cape Investment Advisory first reported a position in BMY in Q1 2023 and has held it in 13 quarters since. The position peaked at $33K in Q4 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Cape Investment Advisory held 437 shares of Bristol-Myers Squibb worth $25.2K as of Q2 2026.
Bristol-Myers Squibb was a new Cape Investment Advisory position in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #661 holding.
Cape Investment Advisory first reported a position in Bristol-Myers Squibb in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Bristol-Myers Squibb position peaked at $33K in Q4 2025.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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