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CoreCap Advisors’s Bristol-Myers Squibb BMY Stock Holding History

CoreCap 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 		$1.43M Buy
24,801
+1,038
+4% +$59.6K 0.04% 309
2026
Q1 		$1.44M Buy
23,763
+110
+0.5% +$6.41K 0.05% 297
2025
Q4 		$1.28M Buy
23,653
+3,344
+16% +$161K 0.04% 327
2025
Q3 		$916K Buy
20,309
+2,613
+15% +$122K 0.03% 393
2025
Q2 		$819K Sell
17,696
-1,200
-6% -$58.9K 0.03% 390
2025
Q1 		$1.15M Buy
18,896
+1,395
+8% +$81.3K 0.05% 304
2024
Q4 		$990K Buy
17,501
+3,345
+24% +$187K 0.05% 334
2024
Q3 		$732K Buy
+14,156
New +$664K 0.03% 378
2024
Q2 		– Sell
-9,126
Closed -$495K – 1725
2024
Q1 		$495K Buy
9,126
+1,517
+20% +$77.3K 0.03% 401
2023
Q4 		$390K Buy
7,609
+1,944
+34% +$102K 0.03% 389
2023
Q3 		$329K Buy
5,665
+991
+21% +$60.7K 0.02% 398
2023
Q2 		$299K Buy
+4,674
New +$313K 0.02% 455
2022
Q4 		$1.73M Buy
24,090
+19,061
+379% +$1.44M 0.12% 151
2022
Q3 		$358K Sell
5,029
-261
-5% -$18.9K 0.03% 389
2022
Q2 		$407K Sell
5,290
-2,275
-30% -$173K 0.03% 358
2022
Q1 		$552K Sell
7,565
-223
-3% -$15K 0.04% 317
2021
Q4 		$486K Buy
+7,788
New +$457K 0.03% 371

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

CoreCap Advisors's BMY Position: Q2 2026 in Review

CoreCap Advisors increased its Bristol-Myers Squibb (BMY) stake by 4.4% in Q2 2026, buying an estimated $59.6K and bringing the position to 24,801 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #309.

CoreCap Advisors first reported a position in BMY in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.73M in Q4 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • CoreCap Advisors held 24,801 shares of Bristol-Myers Squibb worth $1.43M as of Q2 2026.
  • CoreCap Advisors bought 1,038 Bristol-Myers Squibb shares in Q2 2026, an estimated $59.6K.
  • Bristol-Myers Squibb made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #309 holding.
  • CoreCap Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Bristol-Myers Squibb position peaked at $1.73M in Q4 2022.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.