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

Capital Investment Advisory Services’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	$1.9M	Buy	32,911 +141	+0.4%	+$8.1K	0.12%	189
2026 Q1	$1.99M	Sell	32,770 -1,560	-5%	-$90.9K	0.15%	154
2025 Q4	$1.85M	Buy	34,330 +18,028	+111%	+$867K	0.13%	163
2025 Q3	$735K	Buy	16,302 +1,216	+8%	+$56.8K	0.06%	293
2025 Q2	$698K	Buy	15,086 +172	+1%	+$8.44K	0.06%	281
2025 Q1	$910K	Buy	14,914 +1,410	+10%	+$82.2K	0.08%	227
2024 Q4	$764K	Buy	13,504 +1,394	+12%	+$77.9K	0.07%	226
2024 Q3	$627K	Buy	12,110 +1,154	+11%	+$54.1K	0.06%	255
2024 Q2	$455K	Sell	10,956 -622	-5%	-$27.8K	0.05%	303
2024 Q1	$628K	Sell	11,578 -445	-4%	-$22.7K	0.07%	264
2023 Q4	$617K	Buy	12,023 +1,568	+15%	+$82.3K	0.06%	252
2023 Q3	$607K	Buy	10,455 +92	+0.9%	+$5.64K	0.06%	249
2023 Q2	$663K	Sell	10,363 -495	-5%	-$33.2K	0.07%	231
2023 Q1	$753K	Sell	10,858 -115	-1%	-$8.11K	0.09%	197
2022 Q4	$789K	Sell	10,973 -1,844	-14%	-$139K	0.09%	195
2022 Q3	$911K	Buy	12,817 +108	+0.8%	+$7.83K	0.12%	154
2022 Q2	$979K	Buy	12,709 +132	+1%	+$10.1K	0.12%	157
2022 Q1	$919K	Sell	12,577 -264	-2%	-$17.7K	0.1%	184
2021 Q4	$801K	Sell	12,841 -324	-2%	-$19K	0.09%	205
2021 Q3	$779K	Sell	13,165 -4,786	-27%	-$315K	0.1%	194
2021 Q2	$1.2M	Sell	17,951 -1,792	-9%	-$117K	0.15%	131
2021 Q1	$1.25M	Buy	19,743 +7,656	+63%	+$476K	0.18%	125
2020 Q4	$750K	Buy	12,087 +1,730	+17%	+$106K	0.11%	189
2020 Q3	$624K	Sell	10,357 -179	-2%	-$10.8K	0.12%	169
2020 Q2	$620K	Buy	10,536 +502	+5%	+$30K	0.13%	151
2020 Q1	$559K	Buy	10,034 +521	+5%	+$31.8K	0.14%	144
2019 Q4	$611K	Buy	9,513 +459	+5%	+$26.3K	0.16%	139
2019 Q3	$459K	Sell	9,054 -63	-0.7%	-$2.96K	0.13%	156
2019 Q2	$390K	Buy	9,117 +1,767	+24%	+$82.3K	0.12%	178
2019 Q1	$351K	Buy	7,350 +2,065	+39%	+$103K	0.13%	150
2018 Q4	$275K	Sell	5,285 -731	-12%	-$39.3K	0.12%	164
2018 Q3	$373K	Buy	6,016 +408	+7%	+$24.2K	0.17%	141
2018 Q2	$310K	Buy	5,608 +1,650	+42%	+$89.1K	0.16%	155
2018 Q1	$250K	Buy	3,958 +350	+10%	+$22.5K	0.14%	161
2017 Q4	$221K	Sell	3,608 -932	-21%	-$58.3K	0.13%	162
2017 Q3	$289K	Buy	4,540 +200	+5%	+$11.7K	0.18%	138
2017 Q2	$242K	Buy	+4,340	New	+$236K	0.16%	140
2017 Q1	–	Sell	-7,931	Closed	-$463K	–	146
2016 Q4	$463K	Buy	+7,931	New	+$434K	0.4%	65

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

Capital Investment Advisory Services's BMY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Bristol-Myers Squibb (BMY) stake by 0.43% in Q2 2026, buying an estimated $8.1K and bringing the position to 32,911 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #189.

Capital Investment Advisory Services first reported a position in BMY in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.99M in Q1 2026. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Capital Investment Advisory Services held 32,911 shares of Bristol-Myers Squibb worth $1.9M as of Q2 2026.
Capital Investment Advisory Services bought 141 Bristol-Myers Squibb shares in Q2 2026, an estimated $8.1K.
Bristol-Myers Squibb made up 0.12% of Capital Investment Advisory Services's portfolio in Q2 2026, its #189 holding.
Capital Investment Advisory Services first reported a position in Bristol-Myers Squibb in Q4 2016 and has held it in 38 quarters since.
Capital Investment Advisory Services's Bristol-Myers Squibb position peaked at $1.99M in Q1 2026.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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