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Capital Advisors Inc’s Bristol-Myers Squibb BMY Stock Holding History

Capital Advisors Inc’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
2020
Q4 		– Sell
-2,000
Closed -$12K – 215
2020
Q3 		$12K Buy
+2,000
New +$120K ﹤0.01% 198

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advisors Inc's BMY Position: Q2 2026 in Review

Capital Advisors Inc reduced its Bristol-Myers Squibb (BMY) stake by 2% in Q2 2026, selling an estimated $28.9K and leaving 24,641 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #152.

Capital Advisors Inc first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.5M in Q2 2021. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Capital Advisors Inc held 24,641 shares of Bristol-Myers Squibb worth $1.42M as of Q2 2026.
  • Capital Advisors Inc sold 504 Bristol-Myers Squibb shares in Q2 2026, an estimated $28.9K.
  • Bristol-Myers Squibb made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #152 holding.
  • Capital Advisors Inc first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Capital Advisors Inc's Bristol-Myers Squibb position peaked at $20.5M in Q2 2021.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.