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

Capital Advisors Ltd’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 		$131K Buy
2,274
+5
+0.2% +$287 0.01% 357
2026
Q1 		$138K Buy
2,269
+20
+0.9% +$1.17K 0.02% 335
2025
Q4 		$121K Sell
2,249
-290
-11% -$14K 0.01% 340
2025
Q3 		$115K Sell
2,539
-396
-13% -$18.5K 0.01% 342
2025
Q2 		$136K Sell
2,935
-230
-7% -$11.3K 0.02% 315
2025
Q1 		$193K Buy
3,165
+506
+19% +$29.5K 0.03% 276
2024
Q4 		$150K Buy
2,659
+208
+8% +$11.6K 0.02% 302
2024
Q3 		$127K Sell
2,451
-3,016
-55% -$141K 0.02% 315
2024
Q2 		$227K Buy
5,467
+72
+1% +$3.22K 0.03% 254
2024
Q1 		$293K Sell
5,395
-3,040
-36% -$155K 0.04% 222
2023
Q4 		$433K Buy
8,435
+519
+7% +$27.2K 0.06% 168
2023
Q3 		$459K Buy
7,916
+523
+7% +$32K 0.07% 155
2023
Q2 		$473K Buy
7,393
+325
+5% +$21.8K 0.07% 156
2023
Q1 		$490K Sell
7,068
-400
-5% -$28.2K 0.08% 134
2022
Q4 		$504K Buy
7,468
+421
+6% +$31.7K 0.09% 134
2022
Q3 		$501K Buy
7,047
+6,217
+749% +$451K 0.1% 127
2022
Q2 		$64K Buy
830
+25
+3% +$1.9K 0.01% 340
2022
Q1 		$59K Buy
805
+21
+3% +$1.41K 0.01% 357
2021
Q4 		$49K Buy
784
+65
+9% +$3.81K 0.01% 359
2021
Q3 		$43K Hold
719
– – 0.01% 329
2021
Q2 		$48K Hold
719
– – 0.01% 319
2021
Q1 		$45K Hold
719
– – 0.01% 299
2020
Q4 		$45K Buy
719
+1
+0.1% +$61 0.01% 290
2020
Q3 		$43K Buy
718
+1
+0.1% +$60 0.01% 286
2020
Q2 		$42K Buy
717
+1
+0.1% +$60 0.01% 284
2020
Q1 		$40K Hold
716
– – 0.01% 270
2019
Q4 		$46K Buy
716
+201
+39% +$11.5K 0.01% 263
2019
Q3 		$26K Sell
515
-1,260
-71% -$59.2K 0.01% 288
2019
Q2 		$80K Sell
1,775
-4,809
-73% -$224K 0.02% 232
2019
Q1 		$314K Buy
6,584
+12
+0.2% +$598 0.08% 118
2018
Q4 		$342K Buy
6,572
+10
+0.2% +$537 0.1% 112
2018
Q3 		$407K Buy
6,562
+10
+0.2% +$593 0.11% 98
2018
Q2 		$363K Buy
6,552
+10
+0.2% +$540 0.11% 96
2018
Q1 		$414K Buy
6,542
+8
+0.1% +$515 0.13% 87
2017
Q4 		$400K Buy
6,534
+8
+0.1% +$500 0.13% 81
2017
Q3 		$416K Buy
6,526
+116
+2% +$6.77K 0.15% 79
2017
Q2 		$357K Buy
6,410
+9
+0.1% +$490 0.13% 89
2017
Q1 		$348K Sell
6,401
-67
-1% -$3.67K 0.13% 86
2016
Q4 		$378K Buy
6,468
+85
+1% +$4.65K 0.16% 80
2016
Q3 		$344K Buy
6,383
+5
+0.1% +$321 0.15% 79
2016
Q2 		$469K Buy
6,378
+7
+0.1% +$495 0.22% 66
2016
Q1 		$407K Buy
6,371
+6
+0.1% +$378 0.2% 66
2015
Q4 		$438K Buy
6,365
+7
+0.1% +$463 0.23% 62
2015
Q3 		$376K Sell
6,358
-449
-7% -$28.5K 0.21% 65
2015
Q2 		$453K Buy
6,807
+408
+6% +$26.9K 0.23% 58
2015
Q1 		$413K Buy
6,399
+6
+0.1% +$376 0.21% 59
2014
Q4 		$377K Buy
6,393
+8
+0.1% +$451 0.21% 64
2014
Q3 		$326K Buy
6,385
+8
+0.1% +$400 0.19% 70
2014
Q2 		$309K Buy
6,377
+7
+0.1% +$345 0.17% 72
2014
Q1 		$331K Buy
6,370
+4,829
+313% +$257K 0.19% 70
2013
Q4 		$82K Buy
+1,541
New +$78.5K 0.05% 120

Other funds holding BMY

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Capital Advisors Ltd increased its Bristol-Myers Squibb (BMY) stake by 0.22% in Q2 2026, buying an estimated $287 and bringing the position to 2,274 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #357.

Capital Advisors Ltd first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $504K in Q4 2022. 799 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Capital Advisors Ltd held 2,274 shares of Bristol-Myers Squibb worth $131K as of Q2 2026.
  • Capital Advisors Ltd bought 5 Bristol-Myers Squibb shares in Q2 2026, an estimated $287.
  • Bristol-Myers Squibb made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #357 holding.
  • Capital Advisors Ltd first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's Bristol-Myers Squibb position peaked at $504K in Q4 2022.
  • 799 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.