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Coastwise Capital Group’s Bristol-Myers Squibb BMY Stock Holding History

Coastwise Capital Group’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 		$1.67M Buy
28,961
+470
+2% +$27K 0.97% 21
2026
Q1 		$1.73M Buy
28,491
+70
+0.2% +$4.08K 0.96% 22
2025
Q4 		$1.53M Sell
28,421
-1,804
-6% -$86.8K 0.77% 27
2025
Q3 		$1.36M Buy
30,225
+4,540
+18% +$212K 0.96% 25
2025
Q2 		$1.19M Buy
25,685
+1,595
+7% +$78.3K 0.95% 29
2025
Q1 		$1.47M Sell
24,090
-2,600
-10% -$152K 1.24% 19
2024
Q4 		$1.51M Sell
26,690
-2,849
-10% -$159K 1.21% 23
2024
Q3 		$1.53M Sell
29,539
-6,216
-17% -$292K 1.26% 19
2024
Q2 		$1.48M Buy
35,755
+15,234
+74% +$682K 1.41% 16
2024
Q1 		$1.11M Buy
20,521
+4,417
+27% +$225K 1.03% 26
2023
Q4 		$826K Sell
16,104
-6,668
-29% -$350K 0.84% 35
2023
Q3 		$1.32M Buy
22,772
+2,321
+11% +$142K 1.51% 13
2023
Q2 		$1.31M Buy
20,451
+1,895
+10% +$127K 1.48% 13
2023
Q1 		$1.29M Sell
18,556
-561
-3% -$39.6K 1.47% 15
2022
Q4 		$1.38M Buy
19,117
+738
+4% +$55.6K 1.63% 12
2022
Q3 		$1.31M Sell
18,379
-714
-4% -$51.8K 2.06% 7
2022
Q2 		$1.47M Sell
19,093
-1,034
-5% -$78.8K 1.79% 13
2022
Q1 		$1.47M Buy
+20,127
New +$1.35M 1.83% 11

Other funds holding BMY

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Coastwise Capital Group's BMY Position: Q2 2026 in Review

Coastwise Capital Group increased its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, buying an estimated $27K and bringing the position to 28,961 shares worth $1.67M. The position accounts for 0.97% of the portfolio, ranked #21.

Coastwise Capital Group first reported a position in BMY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.73M in Q1 2026. 885 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Coastwise Capital Group held 28,961 shares of Bristol-Myers Squibb worth $1.67M as of Q2 2026.
  • Coastwise Capital Group bought 470 Bristol-Myers Squibb shares in Q2 2026, an estimated $27K.
  • Bristol-Myers Squibb made up 0.97% of Coastwise Capital Group's portfolio in Q2 2026, its #21 holding.
  • Coastwise Capital Group first reported a position in Bristol-Myers Squibb in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Bristol-Myers Squibb position peaked at $1.73M in Q1 2026.
  • 885 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.