CTA
BMY icon

Chesley Taft & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Chesley Taft & Associates’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 		$279K Sell
4,835
-564
-10% -$32.4K 0.01% 331
2026
Q1 		$327K Hold
5,399
– – 0.01% 314
2025
Q4 		$291K Buy
5,399
+645
+14% +$31K 0.01% 329
2025
Q3 		$214K Buy
4,754
+34
+0.7% +$1.59K 0.01% 340
2025
Q2 		$218K Sell
4,720
-31
-0.7% -$1.52K 0.01% 327
2025
Q1 		$290K Sell
4,751
-902
-16% -$52.6K 0.01% 297
2024
Q4 		$320K Buy
5,653
+403
+8% +$22.5K 0.01% 284
2024
Q3 		$272K Buy
5,250
+252
+5% +$11.8K 0.01% 295
2024
Q2 		$208K Buy
4,998
+212
+4% +$9.49K 0.01% 302
2024
Q1 		$260K Sell
4,786
-160
-3% -$8.15K 0.01% 294
2023
Q4 		$254K Sell
4,946
-17,441
-78% -$916K 0.01% 286
2023
Q3 		$1.3M Sell
22,387
-70
-0.3% -$4.29K 0.08% 151
2023
Q2 		$1.44M Sell
22,457
-195
-0.9% -$13.1K 0.09% 151
2023
Q1 		$1.57M Hold
22,652
– – 0.1% 142
2022
Q4 		$1.63M Buy
22,652
+166
+0.7% +$12.5K 0.11% 140
2022
Q3 		$1.6M Sell
22,486
-138
-0.6% -$10K 0.12% 138
2022
Q2 		$1.74M Buy
22,624
+103
+0.5% +$7.84K 0.12% 132
2022
Q1 		$1.72M Hold
22,521
– – 0.1% 147
2021
Q4 		$1.4M Sell
22,521
-420
-2% -$24.6K 0.07% 164
2021
Q3 		$1.36M Buy
22,941
+75
+0.3% +$4.94K 0.08% 164
2021
Q2 		$1.53M Hold
22,866
– – 0.09% 156
2021
Q1 		$1.44M Hold
22,866
– – 0.09% 153
2020
Q4 		$1.42M Buy
22,866
+645
+3% +$39.7K 0.09% 145
2020
Q3 		$1.34M Buy
22,221
+4,505
+25% +$271K 0.1% 142
2020
Q2 		$1.04M Buy
17,716
+2,173
+14% +$130K 0.08% 156
2020
Q1 		$866K Buy
15,543
+11,455
+280% +$700K 0.08% 152
2019
Q4 		$262K Buy
+4,088
New +$234K 0.02% 250
2018
Q4 		– Sell
-15,425
Closed -$958K – 259
2018
Q3 		$958K Hold
15,425
– – 0.08% 172
2018
Q2 		$854K Sell
15,425
-200
-1% -$10.8K 0.07% 174
2018
Q1 		$988K Sell
15,625
-102,450
-87% -$6.59M 0.09% 168
2017
Q4 		$7.24M Buy
118,075
+4,425
+4% +$277K 0.61% 54
2017
Q3 		$7.24M Buy
113,650
+106,000
+1,386% +$6.19M 0.63% 54
2017
Q2 		$426K Sell
7,650
-10,224
-57% -$556K 0.04% 228
2017
Q1 		$972K Sell
17,874
-975
-5% -$53.5K 0.09% 172
2016
Q4 		$1.1M Sell
18,849
-500
-3% -$27.3K 0.11% 154
2016
Q3 		$1.04M Buy
19,349
+1,375
+8% +$88.3K 0.11% 149
2016
Q2 		$1.32M Sell
17,974
-825
-4% -$58.3K 0.14% 129
2016
Q1 		$1.2M Buy
18,799
+50
+0.3% +$3.15K 0.13% 131
2015
Q4 		$1.29M Sell
18,749
-950
-5% -$62.8K 0.14% 124
2015
Q3 		$1.17M Hold
19,699
– – 0.13% 122
2015
Q2 		$1.31M Buy
19,699
+75
+0.4% +$4.94K 0.13% 120
2015
Q1 		$1.27M Sell
19,624
-25
-0.1% -$1.56K 0.13% 120
2014
Q4 		$1.16M Buy
19,649
+475
+2% +$26.8K 0.12% 130
2014
Q3 		$981K Hold
19,174
– – 0.1% 136
2014
Q2 		$930K Sell
19,174
-3,301
-15% -$163K 0.1% 144
2014
Q1 		$1.17M Sell
22,475
-25
-0.1% -$1.33K 0.13% 132
2013
Q4 		$1.2M Buy
22,500
+50
+0.2% +$2.55K 0.12% 147
2013
Q3 		$1.04M Sell
22,450
-185
-0.8% -$8.12K 0.11% 153
2013
Q2 		$1.01M Buy
+22,635
New +$983K 0.12% 147

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Chesley Taft & Associates's BMY Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Bristol-Myers Squibb (BMY) stake by 10% in Q2 2026, selling an estimated $32.4K and leaving 4,835 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #331.

Chesley Taft & Associates first reported a position in BMY in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.24M in Q3 2017. 706 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Chesley Taft & Associates held 4,835 shares of Bristol-Myers Squibb worth $279K as of Q2 2026.
  • Chesley Taft & Associates sold 564 Bristol-Myers Squibb shares in Q2 2026, an estimated $32.4K.
  • Bristol-Myers Squibb made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #331 holding.
  • Chesley Taft & Associates first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 49 quarters since.
  • Chesley Taft & Associates's Bristol-Myers Squibb position peaked at $7.24M in Q3 2017.
  • 706 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.