Carnegie Lake Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Carnegie Lake Advisors’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	$1.33M	Hold	23,077	–	–	0.5%	47
2026 Q1	$1.4M	Sell	23,077 -215	-0.9%	-$12.5K	0.56%	46
2025 Q4	$1.26M	Buy	23,292 +425	+2%	+$20.4K	0.48%	53
2025 Q3	$1.03M	Hold	22,867	–	–	0.4%	70
2025 Q2	$1.06M	Sell	22,867 -942	-4%	-$46.2K	0.42%	67
2025 Q1	$1.45M	Sell	23,809 -250	-1%	-$14.6K	0.59%	46
2024 Q4	$1.36M	Hold	24,059	–	–	0.55%	49
2024 Q3	$1.25M	Buy	+24,059	New	+$1.13M	0.49%	50

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

Carnegie Lake Advisors's BMY Position: Q2 2026 in Review

Carnegie Lake Advisors held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 23,077 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #47.

Carnegie Lake Advisors first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Carnegie Lake Advisors held 23,077 shares of Bristol-Myers Squibb worth $1.33M as of Q2 2026.
Carnegie Lake Advisors left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.5% of Carnegie Lake Advisors's portfolio in Q2 2026, its #47 holding.
Carnegie Lake Advisors first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Bristol-Myers Squibb position peaked at $1.45M in Q1 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.