Concurrent Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Concurrent Investment 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	$15.3M	Buy	266,252 +62,362	+31%	+$3.58M	0.13%	171
2026 Q1	$12.4M	Buy	203,890 +32,740	+19%	+$1.91M	0.13%	164
2025 Q4	$9.23M	Buy	171,150 +114,857	+204%	+$5.53M	0.11%	205
2025 Q3	$2.54M	Sell	56,293 -28,159	-33%	-$1.32M	0.04%	398
2025 Q2	$3.91M	Buy	84,452 +7,578	+10%	+$372K	0.08%	271
2025 Q1	$4.69M	Buy	76,874 +46,504	+153%	+$2.71M	0.11%	198
2024 Q4	$1.72M	Buy	30,370 +2,206	+8%	+$123K	0.05%	362
2024 Q3	$1.46M	Buy	28,164 +2,255	+9%	+$106K	0.04%	382
2024 Q2	$1.08M	Sell	25,909 -994	-4%	-$44.5K	0.04%	411
2024 Q1	$1.46M	Buy	26,903 +3,040	+13%	+$155K	0.06%	301
2023 Q4	$1.22M	Buy	+23,863	New	+$1.25M	0.06%	299

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

Concurrent Investment Advisors's BMY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 31% in Q2 2026, buying an estimated $3.58M and bringing the position to 266,252 shares worth $15.3M. The position accounts for 0.13% of the portfolio, ranked #171.

Concurrent Investment Advisors first reported a position in BMY in Q4 2023 and has held it in 11 quarters since. 834 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Concurrent Investment Advisors held 266,252 shares of Bristol-Myers Squibb worth $15.3M as of Q2 2026.
Concurrent Investment Advisors bought 62,362 Bristol-Myers Squibb shares in Q2 2026, an estimated $3.58M.
Bristol-Myers Squibb made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #171 holding.
Concurrent Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2023 and has held it in 11 quarters since.
834 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.