Duncan Williams Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

Duncan Williams Asset Management’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	$403K	Sell	6,988 -122	-2%	-$7K	0.09%	114
2026 Q1	$431K	Sell	7,110 -52	-0.7%	-$3.03K	0.12%	103
2025 Q4	$413K	Buy	7,162 +3	+0%	+$144	0.1%	113
2025 Q3	$323K	Buy	7,159 +2	+0%	+$93	0.09%	127
2025 Q2	$331K	Sell	7,157 -113	-2%	-$5.55K	0.1%	111
2025 Q1	$443K	Buy	7,270 +2	+0%	+$117	0.16%	90
2024 Q4	$411K	Buy	7,268 +3,219	+80%	+$180K	0.16%	93
2024 Q3	$210K	Buy	+4,049	New	+$190K	0.12%	122

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

Duncan Williams Asset Management's BMY Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $7K and leaving 6,988 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #114.

Duncan Williams Asset Management first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $443K in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Duncan Williams Asset Management held 6,988 shares of Bristol-Myers Squibb worth $403K as of Q2 2026.
Duncan Williams Asset Management sold 122 Bristol-Myers Squibb shares in Q2 2026, an estimated $7K.
Bristol-Myers Squibb made up 0.09% of Duncan Williams Asset Management's portfolio in Q2 2026, its #114 holding.
Duncan Williams Asset Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's Bristol-Myers Squibb position peaked at $443K in Q1 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.