Creative Capital Management Investments’s Bristol-Myers Squibb BMY Stock Holding History

Creative Capital Management Investments’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	$188K	Buy	3,255 +128	+4%	+$7.35K	0.04%	92
2026 Q1	$190K	Buy	3,127 +25	+0.8%	+$1.46K	0.05%	60
2025 Q4	$167K	Buy	3,102 +514	+20%	+$24.7K	0.05%	61
2025 Q3	$117K	Hold	2,588	–	–	0.04%	79
2025 Q2	$120K	Hold	2,588	–	–	0.04%	72
2025 Q1	$158K	Sell	2,588 -100	-4%	-$5.83K	0.06%	59
2024 Q4	$152K	Buy	2,688 +100	+4%	+$5.59K	0.06%	58
2024 Q3	$134K	Buy	2,588 +500	+24%	+$23.5K	0.06%	61
2024 Q2	$86.7K	Buy	2,088 +638	+44%	+$28.5K	0.04%	67
2024 Q1	$78.6K	Hold	1,450	–	–	0.04%	72
2023 Q4	$74.4K	Hold	1,450	–	–	0.04%	70
2023 Q3	$84.2K	Hold	1,450	–	–	0.06%	65
2023 Q2	$92.7K	Sell	1,450 -43	-3%	-$2.88K	0.07%	61
2023 Q1	$103K	Hold	1,493	–	–	0.08%	63
2022 Q4	$107K	Buy	+1,493	New	+$113K	0.09%	54

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

Creative Capital Management Investments's BMY Position: Q2 2026 in Review

Creative Capital Management Investments increased its Bristol-Myers Squibb (BMY) stake by 4.1% in Q2 2026, buying an estimated $7.35K and bringing the position to 3,255 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #92.

Creative Capital Management Investments first reported a position in BMY in Q4 2022 and has held it in 15 quarters since. The position peaked at $190K in Q1 2026. 822 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Creative Capital Management Investments held 3,255 shares of Bristol-Myers Squibb worth $188K as of Q2 2026.
Creative Capital Management Investments bought 128 Bristol-Myers Squibb shares in Q2 2026, an estimated $7.35K.
Bristol-Myers Squibb made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #92 holding.
Creative Capital Management Investments first reported a position in Bristol-Myers Squibb in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Bristol-Myers Squibb position peaked at $190K in Q1 2026.
822 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.