CWA Asset Management Group’s Bristol-Myers Squibb BMY Stock Holding History

CWA Asset Management 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	$10.3M	Buy	179,351 +11,559	+7%	+$664K	0.32%	66
2026 Q1	$10.2M	Buy	167,792 +52,724	+46%	+$3.07M	0.35%	63
2025 Q4	$6.21M	Sell	115,068 -35,291	-23%	-$1.7M	0.22%	96
2025 Q3	$6.78M	Buy	150,359 +30,909	+26%	+$1.44M	0.25%	82
2025 Q2	$5.53M	Buy	119,450 +3,535	+3%	+$174K	0.23%	100
2025 Q1	$7.07M	Buy	115,915 +4,766	+4%	+$278K	0.34%	66
2024 Q4	$6.29M	Buy	111,149 +23,957	+27%	+$1.34M	0.32%	70
2024 Q3	$4.51M	Buy	+87,192	New	+$4.09M	0.24%	91
2024 Q1	$6.37M	Buy	117,538 +92,099	+362%	+$4.69M	0.39%	63
2023 Q4	$1.31M	Buy	25,439 +17,332	+214%	+$910K	0.09%	142
2023 Q3	$471K	Buy	8,107 +283	+4%	+$17.3K	0.03%	226
2023 Q2	$500K	Buy	7,824 +1,485	+23%	+$99.6K	0.03%	218
2023 Q1	$439K	Sell	6,339 -3,469	-35%	-$245K	0.03%	215
2022 Q4	$706K	Sell	9,808 -245	-2%	-$18.5K	0.06%	158
2022 Q3	$715K	Buy	10,053 +140	+1%	+$10.2K	0.07%	138
2022 Q2	$763K	Sell	9,913 -13	-0.1%	-$990	0.07%	140
2022 Q1	$725K	Buy	9,926 +3,684	+59%	+$247K	0.06%	152
2021 Q4	$389K	Sell	6,242 -728	-10%	-$42.7K	0.03%	210
2021 Q3	$412K	Buy	6,970 +619	+10%	+$40.8K	0.03%	197
2021 Q2	$423K	Sell	6,351 -669	-10%	-$43.6K	0.03%	189
2021 Q1	$443K	Buy	7,020 +5	+0.1%	+$311	0.04%	176
2020 Q4	$435K	Sell	7,015 -454	-6%	-$27.9K	0.05%	177
2020 Q3	$450K	Sell	7,469 -869	-10%	-$52.3K	0.06%	144
2020 Q2	$490K	Sell	8,338 -973	-10%	-$58.2K	0.09%	122
2020 Q1	$519K	Sell	9,311 -1,353	-13%	-$82.7K	0.1%	115
2019 Q4	$685K	Buy	+10,664	New	+$611K	0.11%	112

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

CWA Asset Management Group's BMY Position: Q2 2026 in Review

CWA Asset Management Group increased its Bristol-Myers Squibb (BMY) stake by 6.9% in Q2 2026, buying an estimated $664K and bringing the position to 179,351 shares worth $10.3M. The position accounts for 0.32% of the portfolio, ranked #66.

CWA Asset Management Group first reported a position in BMY in Q4 2019 and has held it in 26 quarters since. 814 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CWA Asset Management Group held 179,351 shares of Bristol-Myers Squibb worth $10.3M as of Q2 2026.
CWA Asset Management Group bought 11,559 Bristol-Myers Squibb shares in Q2 2026, an estimated $664K.
Bristol-Myers Squibb made up 0.32% of CWA Asset Management Group's portfolio in Q2 2026, its #66 holding.
CWA Asset Management Group first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 26 quarters since.
814 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.