Diligent Investors’s Bristol-Myers Squibb BMY Stock Holding History

Diligent Investors’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	$213K	Sell	3,698 -800	-18%	-$45.9K	0.05%	341
2026 Q1	$273K	Buy	4,498 +200	+5%	+$11.7K	0.07%	288
2025 Q4	$232K	Buy	+4,298	New	+$207K	0.06%	309
2025 Q2	–	Sell	-9,898	Closed	-$604K	–	339
2025 Q1	$604K	Sell	9,898 -1,000	-9%	-$58.3K	0.15%	171
2024 Q4	$616K	Hold	10,898	–	–	0.14%	176
2024 Q3	$564K	Buy	10,898 +400	+4%	+$18.8K	0.13%	185
2024 Q2	$436K	Sell	10,498 -140	-1%	-$6.26K	0.11%	206
2024 Q1	$577K	Sell	10,638 -250	-2%	-$12.7K	0.14%	173
2023 Q4	$559K	Sell	10,888 -232	-2%	-$12.2K	0.15%	160
2023 Q3	$645K	Sell	11,120 -127	-1%	-$7.78K	0.2%	132
2023 Q2	$719K	Hold	11,247	–	–	0.21%	121
2023 Q1	$780K	Buy	11,247 +349	+3%	+$24.6K	0.24%	108
2022 Q4	$784K	Sell	10,898 -200	-2%	-$15.1K	0.26%	98
2022 Q3	$789K	Sell	11,098 -316	-3%	-$22.9K	0.28%	86
2022 Q2	$879K	Sell	11,414 -145	-1%	-$11K	0.3%	79
2022 Q1	$844K	Sell	11,559 -394	-3%	-$26.5K	0.24%	95
2021 Q4	$745K	Sell	11,953 -246	-2%	-$14.4K	0.21%	110
2021 Q3	$815K	Hold	12,199	–	–	0.28%	90
2021 Q2	$815K	Sell	12,199 -195	-2%	-$12.7K	0.28%	90
2021 Q1	$782K	Buy	12,394 +44	+0.4%	+$2.74K	0.29%	92
2020 Q4	$766K	Buy	12,350 +302	+3%	+$18.6K	0.31%	80
2020 Q3	$726K	Sell	12,048 -558	-4%	-$33.6K	0.33%	74
2020 Q2	$741K	Buy	12,606 +492	+4%	+$29.4K	0.36%	68
2020 Q1	$675K	Sell	12,114 -449	-4%	-$27.4K	0.4%	61
2019 Q4	$806K	Sell	12,563 -269	-2%	-$15.4K	0.36%	67
2019 Q3	$651K	Sell	12,832 -505	-4%	-$23.7K	0.32%	92
2019 Q2	$605K	Sell	13,337 -528	-4%	-$24.6K	0.3%	92
2019 Q1	$661K	Sell	13,865 -224	-2%	-$11.2K	0.38%	79
2018 Q4	$732K	Sell	14,089 -30	-0.2%	-$1.61K	0.48%	65
2018 Q3	$877K	Sell	14,119 -821	-5%	-$48.7K	0.48%	62
2018 Q2	$827K	Sell	14,940 -318	-2%	-$17.2K	0.5%	57
2018 Q1	$965K	Sell	15,258 -297	-2%	-$19.1K	0.58%	53
2017 Q4	$953K	Buy	15,555 +3	+0%	+$188	0.61%	51
2017 Q3	$991K	Sell	15,552 -1,448	-9%	-$84.5K	0.72%	39
2017 Q2	$947K	Buy	17,000 +4	+0%	+$218	0.67%	43
2017 Q1	$925K	Buy	16,996 +1,802	+12%	+$98.8K	0.71%	39
2016 Q4	$888K	Sell	15,194 -597	-4%	-$32.6K	0.7%	41
2016 Q3	$854K	Buy	15,791 +600	+4%	+$38.5K	0.69%	41
2016 Q2	$1.12M	Buy	15,191 +117	+0.8%	+$8.27K	1.06%	26
2016 Q1	$963K	Sell	15,074 -100	-0.7%	-$6.31K	1.05%	28
2015 Q4	$1.04M	Sell	15,174 -2,020	-12%	-$133K	1.18%	26
2015 Q3	$1.11M	Sell	17,194 -953	-5%	-$60.5K	1.2%	24
2015 Q2	$1.26M	Sell	18,147 -50	-0.3%	-$3.29K	1.32%	21
2015 Q1	$1.17M	Sell	18,197 -2,858	-14%	-$179K	1.2%	24
2014 Q4	$1.25M	Buy	+21,055	New	+$1.19M	1.27%	22

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

Diligent Investors's BMY Position: Q2 2026 in Review

Diligent Investors reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $45.9K and leaving 3,698 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #341.

Diligent Investors first reported a position in BMY in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.26M in Q2 2015. 865 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Diligent Investors held 3,698 shares of Bristol-Myers Squibb worth $213K as of Q2 2026.
Diligent Investors sold 800 Bristol-Myers Squibb shares in Q2 2026, an estimated $45.9K.
Bristol-Myers Squibb made up 0.05% of Diligent Investors's portfolio in Q2 2026, its #341 holding.
Diligent Investors first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 45 quarters since.
Diligent Investors's Bristol-Myers Squibb position peaked at $1.26M in Q2 2015.
865 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.