D.J. St. Germain’s Bristol-Myers Squibb BMY Stock Holding History

D.J. St. Germain’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	$1.01M	Sell	17,453 -2,393	-12%	-$137K	0.04%	174
2026 Q1	$1.2M	Buy	19,846 +200	+1%	+$11.7K	0.05%	159
2025 Q4	$1.06M	Sell	19,646 -750	-4%	-$36.1K	0.04%	167
2025 Q3	$920K	Sell	20,396 -1,162	-5%	-$54.3K	0.04%	169
2025 Q2	$998K	Buy	21,558 +1,303	+6%	+$64K	0.04%	165
2025 Q1	$1.24M	Buy	20,255 +110	+0.5%	+$6.41K	0.06%	150
2024 Q4	$1.14M	Sell	20,145 -2,601	-11%	-$145K	0.05%	163
2024 Q3	$1.18M	Buy	22,746 +1,021	+5%	+$47.9K	0.05%	160
2024 Q2	$902K	Sell	21,725 -1,122	-5%	-$50.2K	0.04%	165
2024 Q1	$1.24M	Sell	22,847 -91	-0.4%	-$4.64K	0.06%	148
2023 Q4	$1.18M	Buy	22,938 +168	+0.7%	+$8.82K	0.06%	145
2023 Q3	$1.32M	Hold	22,770	–	–	0.07%	135
2023 Q2	$1.46M	Buy	+22,770	New	+$1.53M	0.08%	130
2022 Q4	$907K	Buy	34,213 +11,535	+51%	+$870K	0.3%	50
2022 Q3	$1.75M	Hold	22,678	–	–	0.12%	103
2022 Q2	$1.75M	Sell	22,678 -215	-0.9%	-$16.4K	0.12%	103
2022 Q1	$1.67M	Sell	22,893 -350	-2%	-$23.5K	0.09%	109
2021 Q4	$1.45M	Buy	23,243 +426	+2%	+$25K	0.08%	120
2021 Q3	$1.35M	Buy	22,817 +112	+0.5%	+$7.38K	0.08%	111
2021 Q2	$1.52M	Buy	22,705 +114	+0.5%	+$7.43K	0.1%	109
2021 Q1	$1.43M	Buy	22,591 +10	+0%	+$622	0.1%	103
2020 Q4	$1.4M	Buy	22,581 +1,972	+10%	+$121K	0.1%	103
2020 Q3	$1.24M	Sell	20,609 -311	-1%	-$18.7K	0.1%	100
2020 Q2	$1.23M	Sell	20,920 -1,115	-5%	-$66.7K	0.11%	101
2020 Q1	$1.23M	Buy	22,035 +1,121	+5%	+$68.5K	0.12%	96
2019 Q4	$1.34M	Buy	20,914 +12,415	+146%	+$711K	0.11%	106
2019 Q3	$431K	Buy	8,499 +86	+1%	+$4.04K	0.05%	127
2019 Q2	$382K	Hold	8,413	–	–	0.04%	133
2019 Q1	$401K	Sell	8,413 -250	-3%	-$12.5K	0.04%	133
2018 Q4	$450K	Buy	8,663 +2,180	+34%	+$117K	0.05%	119
2018 Q3	$402K	Buy	+6,483	New	+$385K	0.05%	127

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

D.J. St. Germain's BMY Position: Q2 2026 in Review

D.J. St. Germain reduced its Bristol-Myers Squibb (BMY) stake by 12% in Q2 2026, selling an estimated $137K and leaving 17,453 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #174.

D.J. St. Germain first reported a position in BMY in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.75M in Q3 2022. 888 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

D.J. St. Germain held 17,453 shares of Bristol-Myers Squibb worth $1.01M as of Q2 2026.
D.J. St. Germain sold 2,393 Bristol-Myers Squibb shares in Q2 2026, an estimated $137K.
Bristol-Myers Squibb made up 0.04% of D.J. St. Germain's portfolio in Q2 2026, its #174 holding.
D.J. St. Germain first reported a position in Bristol-Myers Squibb in Q3 2018 and has held it in 31 quarters since.
D.J. St. Germain's Bristol-Myers Squibb position peaked at $1.75M in Q3 2022.
888 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.