DT Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

DT Investment Partners’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	$137K	Hold	2,383	–	–	0.01%	171
2026 Q1	$145K	Hold	2,383	–	–	0.01%	163
2025 Q4	$129K	Sell	2,383 -1,768	-43%	-$85.1K	0.01%	178
2025 Q3	$187K	Sell	4,151 -13,717	-77%	-$641K	0.02%	153
2025 Q2	$827K	Sell	17,868 -327	-2%	-$16.1K	0.07%	92
2025 Q1	$1.11M	Sell	18,195 -3,447	-16%	-$201K	0.11%	83
2024 Q4	$1.22M	Buy	21,642 +811	+4%	+$45.3K	0.1%	85
2024 Q3	$1.08M	Buy	20,831 +349	+2%	+$16.4K	0.09%	92
2024 Q2	$851K	Buy	20,482 +602	+3%	+$26.9K	0.08%	93
2024 Q1	$1.08M	Buy	19,880 +1,810	+10%	+$92.2K	0.11%	82
2023 Q4	$892K	Sell	18,070 -595	-3%	-$31.2K	0.1%	86
2023 Q3	$1.08M	Buy	18,665 +56	+0.3%	+$3.43K	0.13%	71
2023 Q2	$1.15M	Buy	18,609 +132	+0.7%	+$8.85K	0.13%	75
2023 Q1	$1.26M	Buy	18,477 +865	+5%	+$61K	0.15%	62
2022 Q4	$1.27M	Buy	17,612 +137	+0.8%	+$10.3K	0.17%	64
2022 Q3	$1.24M	Sell	17,475 -1,197	-6%	-$86.8K	0.2%	55
2022 Q2	$1.44M	Sell	18,672 -124	-0.7%	-$9.44K	0.21%	61
2022 Q1	$1.37M	Buy	18,796 +2,375	+14%	+$159K	0.18%	65
2021 Q4	$1.02M	Sell	16,421 -587	-3%	-$34.4K	0.13%	80
2021 Q3	$1.01M	Buy	17,008 +3,083	+22%	+$203K	0.14%	78
2021 Q2	$930K	Buy	13,925 +1,109	+9%	+$72.3K	0.13%	75
2021 Q1	$809K	Buy	12,816 +1,356	+12%	+$84.4K	0.12%	81
2020 Q4	$710K	Buy	+11,460	New	+$705K	0.11%	80
2020 Q1	–	Sell	-4,100	Closed	-$263K	–	115
2019 Q4	$263K	Buy	+4,100	New	+$235K	0.02%	141
2015 Q3	–	Sell	-3,856	Closed	-$257K	–	65
2015 Q2	$257K	Buy	+3,856	New	+$254K	0.07%	110
2014 Q4	–	Sell	-13,578	Closed	-$695K	–	60
2014 Q3	$695K	Buy	13,578 +4,800	+55%	+$240K	0.23%	39
2014 Q2	$426K	Buy	8,778 +1,024	+13%	+$50.5K	0.15%	53
2014 Q1	$403K	Sell	7,754 -677	-8%	-$36K	0.16%	48
2013 Q4	$448K	Buy	8,431 +360	+4%	+$18.3K	0.18%	45
2013 Q3	$374K	Buy	8,071 +15	+0.2%	+$658	0.15%	46
2013 Q2	$360K	Buy	+8,056	New	+$350K	0.17%	41

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

DT Investment Partners's BMY Position: Q2 2026 in Review

DT Investment Partners held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 2,383 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #171.

DT Investment Partners first reported a position in BMY in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.44M in Q2 2022. 852 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

DT Investment Partners held 2,383 shares of Bristol-Myers Squibb worth $137K as of Q2 2026.
DT Investment Partners left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of DT Investment Partners's portfolio in Q2 2026, its #171 holding.
DT Investment Partners first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 31 quarters since.
DT Investment Partners's Bristol-Myers Squibb position peaked at $1.44M in Q2 2022.
852 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.