Crescent Sterling’s Bristol-Myers Squibb BMY Stock Holding History

Crescent Sterling’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	–	Sell	-6,200	Closed	-$376K	–	86
2026 Q1	$376K	Hold	6,200	–	–	0.36%	56
2025 Q4	$334K	Sell	6,200 -109	-2%	-$5.24K	0.34%	62
2025 Q3	$285K	Sell	6,309 -50	-0.8%	-$2.33K	0.3%	65
2025 Q2	$294K	Sell	6,359 -707	-10%	-$34.7K	0.33%	63
2025 Q1	$431K	Hold	7,066	–	–	0.44%	53
2024 Q4	$400K	Sell	7,066 -109	-2%	-$6.09K	0.41%	55
2024 Q3	$371K	Sell	7,175 -1,998	-22%	-$93.7K	0.35%	61
2024 Q2	$381K	Sell	9,173 -874	-9%	-$39.1K	0.36%	60
2024 Q1	$545K	Sell	10,047 -80	-0.8%	-$4.08K	0.5%	52
2023 Q4	$520K	Sell	10,127 -100	-1%	-$5.25K	0.52%	48
2023 Q3	$594K	Sell	10,227 -897	-8%	-$55K	0.63%	43
2023 Q2	$711K	Buy	11,124 +75	+0.7%	+$5.03K	0.68%	40
2023 Q1	$766K	Buy	11,049 +841	+8%	+$59.3K	0.74%	41
2022 Q4	$734K	Buy	+10,208	New	+$770K	0.79%	39

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crescent Sterling's BMY Position: Q2 2026 in Review

Crescent Sterling sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 6,200 shares — an estimated $376K sold.

Crescent Sterling first reported a position in BMY in Q4 2022 and held it in 14 quarters. The position peaked at $766K in Q1 2023. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Crescent Sterling reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
Crescent Sterling sold 6,200 Bristol-Myers Squibb shares in Q2 2026, an estimated $376K.
Crescent Sterling first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 14 quarters.
Crescent Sterling's Bristol-Myers Squibb position peaked at $766K in Q1 2023.
888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.