CX Institutional’s Bristol-Myers Squibb BMY Stock Holding History

CX Institutional’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	$15.2M	Buy	263,596 +12,306	+5%	+$707K	0.44%	48
2026 Q1	$15.2M	Buy	251,290 +62,551	+33%	+$3.65M	0.46%	47
2025 Q4	$10.2M	Buy	188,739 +22,997	+14%	+$1.11M	0.3%	76
2025 Q3	$7.47M	Buy	165,742 +13,959	+9%	+$652K	0.23%	108
2025 Q2	$7.03M	Buy	151,783 +24,938	+20%	+$1.22M	0.25%	89
2025 Q1	$7.74M	Sell	126,845 -8,445	-6%	-$492K	0.29%	79
2024 Q4	$7.65M	Buy	135,290 +3,255	+2%	+$182K	0.3%	74
2024 Q3	$6.83M	Buy	132,035 +59,116	+81%	+$2.77M	0.3%	86
2024 Q2	$3.03M	Buy	72,919 +9,892	+16%	+$443K	0.14%	164
2024 Q1	$3.42M	Sell	63,027 -25,546	-29%	-$1.3M	0.16%	151
2023 Q4	$4.54M	Buy	88,573 +28,749	+48%	+$1.51M	0.24%	107
2023 Q3	$3.47M	Sell	59,824 -42,297	-41%	-$2.59M	0.19%	133
2023 Q2	$6.53M	Buy	102,121 +3,656	+4%	+$245K	0.34%	84
2023 Q1	$6.85M	Buy	98,465 +82,297	+509%	+$5.8M	0.36%	75
2022 Q4	$1.16M	Buy	16,168 +2,159	+15%	+$163K	0.07%	260
2022 Q3	$996K	Sell	14,009 -7,884	-36%	-$572K	0.07%	261
2022 Q2	$1.69M	Sell	21,893 -24,255	-53%	-$1.85M	0.13%	193
2022 Q1	$3.37M	Buy	46,148 +41,106	+815%	+$2.76M	0.27%	104
2021 Q4	$314K	Sell	5,042 -2,172	-30%	-$127K	0.03%	286
2021 Q3	$427K	Sell	7,214 -672	-9%	-$44.3K	0.03%	275
2021 Q2	$527K	Buy	7,886 +1,377	+21%	+$89.8K	0.04%	243
2021 Q1	$411K	Buy	6,509 +486	+8%	+$30.2K	0.04%	238
2020 Q4	$374K	Buy	6,023 +1,034	+21%	+$63.6K	0.04%	249
2020 Q3	$301K	Buy	4,989 +624	+14%	+$37.6K	0.03%	234
2020 Q2	$237K	Buy	4,365 +267	+7%	+$16K	0.03%	236
2020 Q1	$228K	Sell	4,098 -148	-3%	-$9.05K	0.04%	223
2019 Q4	$273K	Buy	4,246 +376	+10%	+$21.5K	0.05%	180
2019 Q3	$196K	Sell	3,870 -57	-1%	-$2.68K	0.03%	215
2019 Q2	$178K	Sell	3,927 -715	-15%	-$33.3K	0.03%	230
2019 Q1	$221K	Buy	4,642 +246	+6%	+$12.3K	0.04%	201
2018 Q4	$229K	Buy	4,396 +3,200	+268%	+$172K	0.05%	158
2018 Q3	$74K	Hold	1,196	–	–	0.02%	162
2018 Q2	$66K	Buy	+1,196	New	+$64.6K	0.02%	141

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CX Institutional's BMY Position: Q2 2026 in Review

CX Institutional increased its Bristol-Myers Squibb (BMY) stake by 4.9% in Q2 2026, buying an estimated $707K and bringing the position to 263,596 shares worth $15.2M. The position accounts for 0.44% of the portfolio, ranked #48.

CX Institutional first reported a position in BMY in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.2M in Q1 2026. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CX Institutional held 263,596 shares of Bristol-Myers Squibb worth $15.2M as of Q2 2026.
CX Institutional bought 12,306 Bristol-Myers Squibb shares in Q2 2026, an estimated $707K.
Bristol-Myers Squibb made up 0.44% of CX Institutional's portfolio in Q2 2026, its #48 holding.
CX Institutional first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 33 quarters since.
CX Institutional's Bristol-Myers Squibb position peaked at $15.2M in Q1 2026.
796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.