Equitable Trust’s Bristol-Myers Squibb BMY Stock Holding History

Equitable Trust’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	$1.2M	Sell	20,829 -581	-3%	-$33.4K	0.05%	222
2026 Q1	$1.3M	Buy	21,410 +672	+3%	+$39.2K	0.06%	196
2025 Q4	$1.12M	Hold	20,738	–	–	0.05%	218
2025 Q3	$935K	Sell	20,738 -175	-0.8%	-$8.17K	0.04%	240
2025 Q2	$968K	Sell	20,913 -177	-0.8%	-$8.69K	0.05%	231
2025 Q1	$1.29M	Hold	21,090	–	–	0.07%	190
2024 Q4	$1.19M	Sell	21,090 -800	-4%	-$44.7K	0.07%	198
2024 Q3	$1.13M	Sell	21,890 -2,166	-9%	-$102K	0.07%	192
2024 Q2	$999K	Buy	24,056 +355	+1%	+$15.9K	0.07%	196
2024 Q1	$1.29M	Sell	23,701 -6,520	-22%	-$332K	0.09%	162
2023 Q4	$1.55M	Sell	30,221 -607	-2%	-$31.9K	0.12%	138
2023 Q3	$1.79M	Sell	30,828 -1,175	-4%	-$72K	0.15%	123
2023 Q2	$2.05M	Hold	32,003	–	–	0.16%	120
2023 Q1	$2.22M	Sell	32,003 -1,953	-6%	-$138K	0.17%	110
2022 Q4	$2.44M	Sell	33,956 -3,308	-9%	-$249K	0.19%	108
2022 Q3	$2.65M	Buy	37,264 +1,400	+4%	+$102K	0.22%	97
2022 Q2	$2.76M	Buy	35,864 +200	+0.6%	+$15.2K	0.21%	99
2022 Q1	$2.6M	Buy	35,664 +3,343	+10%	+$224K	0.17%	119
2021 Q4	$2.02M	Buy	32,321 +400	+1%	+$23.5K	0.12%	142
2021 Q3	$1.89M	Sell	31,921 -1,224	-4%	-$80.6K	0.12%	138
2021 Q2	$2.21M	Sell	33,145 -4,725	-12%	-$308K	0.14%	127
2021 Q1	$2.39M	Buy	37,870 +881	+2%	+$54.8K	0.18%	120
2020 Q4	$2.29M	Buy	36,989 +1,048	+3%	+$64.4K	0.17%	121
2020 Q3	$2.17M	Sell	35,941 -378	-1%	-$22.8K	0.18%	115
2020 Q2	$2.14M	Buy	36,319 +1,216	+3%	+$72.7K	0.2%	106
2020 Q1	$1.96M	Buy	35,103 +2,800	+9%	+$171K	0.22%	109
2019 Q4	$2.07M	Sell	32,303 -2,248	-7%	-$129K	0.2%	103
2019 Q3	$1.75M	Sell	34,551 -1,755	-5%	-$82.5K	0.18%	113
2019 Q2	$1.65M	Sell	36,306 -909	-2%	-$42.3K	0.17%	114
2019 Q1	$1.77M	Buy	37,215 +559	+2%	+$27.8K	0.21%	107
2018 Q4	$1.91M	Sell	36,656 -2,085	-5%	-$112K	0.25%	100
2018 Q3	$2.4M	Sell	38,741 -315	-0.8%	-$18.7K	0.28%	98
2018 Q2	$2.16M	Buy	+39,056	New	+$2.11M	0.27%	104

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Equitable Trust's BMY Position: Q2 2026 in Review

Equitable Trust reduced its Bristol-Myers Squibb (BMY) stake by 2.7% in Q2 2026, selling an estimated $33.4K and leaving 20,829 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #222.

Equitable Trust first reported a position in BMY in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.76M in Q2 2022. 895 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Equitable Trust held 20,829 shares of Bristol-Myers Squibb worth $1.2M as of Q2 2026.
Equitable Trust sold 581 Bristol-Myers Squibb shares in Q2 2026, an estimated $33.4K.
Bristol-Myers Squibb made up 0.05% of Equitable Trust's portfolio in Q2 2026, its #222 holding.
Equitable Trust first reported a position in Bristol-Myers Squibb in Q2 2018 and has held it in 33 quarters since.
Equitable Trust's Bristol-Myers Squibb position peaked at $2.76M in Q2 2022.
895 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.