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

Capital Management Associates 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
2026 Q2	$219K	Hold	3,803	–	–	0.04%	147
2026 Q1	$231K	Sell	3,803 -641	-14%	-$37.4K	0.05%	139
2025 Q4	$240K	Hold	4,444	–	–	0.05%	142
2025 Q3	$200K	Buy	+4,444	New	+$208K	0.05%	137
2025 Q1	–	Sell	-4,000	Closed	-$226K	–	132
2024 Q4	$226K	Buy	+4,000	New	+$223K	0.08%	94

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 Management Associates Inc's BMY Position: Q2 2026 in Review

Capital Management Associates Inc held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,803 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #147.

Capital Management Associates Inc first reported a position in BMY in Q4 2024 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 831 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Capital Management Associates Inc held 3,803 shares of Bristol-Myers Squibb worth $219K as of Q2 2026.
Capital Management Associates Inc left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.04% of Capital Management Associates Inc's portfolio in Q2 2026, its #147 holding.
Capital Management Associates Inc first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 5 quarters since.
Capital Management Associates Inc's Bristol-Myers Squibb position peaked at $240K in Q4 2025.
831 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.