Cary Street Partners’s Bristol-Myers Squibb BMY Stock Holding History

Cary Street Partners’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	$6.01M	Buy	104,335 +8,728	+9%	+$501K	0.13%	172
2026 Q1	$5.8M	Buy	95,607 +22,212	+30%	+$1.29M	0.14%	153
2025 Q4	$3.96M	Sell	73,395 -33,050	-31%	-$1.59M	0.1%	209
2025 Q3	$4.8M	Buy	106,445 +11,086	+12%	+$518K	0.12%	175
2025 Q2	$4.41M	Buy	95,359 +2,193	+2%	+$108K	0.12%	184
2025 Q1	$5.68M	Buy	93,166 +52,477	+129%	+$3.06M	0.18%	132
2024 Q4	$2.3M	Buy	+40,689	New	+$2.27M	0.07%	250

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

Cary Street Partners's BMY Position: Q2 2026 in Review

Cary Street Partners increased its Bristol-Myers Squibb (BMY) stake by 9.1% in Q2 2026, buying an estimated $501K and bringing the position to 104,335 shares worth $6.01M. The position accounts for 0.13% of the portfolio, ranked #172.

Cary Street Partners first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. 832 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Cary Street Partners held 104,335 shares of Bristol-Myers Squibb worth $6.01M as of Q2 2026.
Cary Street Partners bought 8,728 Bristol-Myers Squibb shares in Q2 2026, an estimated $501K.
Bristol-Myers Squibb made up 0.13% of Cary Street Partners's portfolio in Q2 2026, its #172 holding.
Cary Street Partners first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
832 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.