Evergreen Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Evergreen Capital 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	$2.46M	Buy	42,722 +9,458	+28%	+$543K	0.04%	304
2026 Q1	$2.02M	Buy	33,264 +3,890	+13%	+$227K	0.04%	311
2025 Q4	$1.58M	Sell	29,374 -14,084	-32%	-$678K	0.04%	361
2025 Q3	$1.96M	Buy	43,458 +3,619	+9%	+$169K	0.05%	289
2025 Q2	$1.84M	Sell	39,839 -287	-0.7%	-$14.1K	0.06%	275
2025 Q1	$2.45M	Sell	40,126 -987	-2%	-$57.5K	0.08%	227
2024 Q4	$2.33M	Buy	41,113 +1,654	+4%	+$92.4K	0.08%	236
2024 Q3	$2.04M	Buy	39,459 +4,378	+12%	+$205K	0.07%	247
2024 Q2	$1.46M	Sell	35,081 -200,939	-85%	-$8.99M	0.05%	269
2024 Q1	$12.8M	Buy	236,020 +16,217	+7%	+$826K	0.48%	52
2023 Q4	$11.3M	Buy	219,803 +18,043	+9%	+$947K	0.46%	59
2023 Q3	$11.7M	Buy	201,760 +7,207	+4%	+$442K	0.51%	49
2023 Q2	$12.4M	Buy	194,553 +4,514	+2%	+$303K	0.52%	42
2023 Q1	$13.2M	Buy	190,039 +4,281	+2%	+$302K	0.59%	36
2022 Q4	$13.4M	Buy	185,758 +1,126	+0.6%	+$84.9K	0.63%	34
2022 Q3	$13.1M	Buy	184,632 +1,373	+0.7%	+$99.6K	0.69%	29
2022 Q2	$14.2M	Sell	183,259 -84,017	-31%	-$6.4M	0.74%	31
2022 Q1	$19.5M	Sell	267,276 -39,087	-13%	-$2.62M	0.79%	24
2021 Q4	$19.1M	Buy	306,363 +12,529	+4%	+$735K	0.76%	25
2021 Q3	$17.4M	Buy	293,834 +43,442	+17%	+$2.86M	0.79%	25
2021 Q2	$16.7M	Buy	250,392 +8,214	+3%	+$536K	0.8%	24
2021 Q1	$15.3M	Buy	242,178 +107,834	+80%	+$6.71M	0.78%	24
2020 Q4	$8.33M	Buy	134,344 +6,026	+5%	+$371K	0.49%	54
2020 Q3	$7.74M	Buy	128,318 +1,561	+1%	+$94K	0.53%	48
2020 Q2	$7.45M	Buy	126,757 +3,642	+3%	+$218K	0.56%	45
2020 Q1	$6.86M	Buy	123,115 +60,714	+97%	+$3.71M	0.64%	45
2019 Q4	$4.01M	Buy	62,401 +23,069	+59%	+$1.32M	0.33%	73
2019 Q3	$2M	Buy	39,332 +57	+0.1%	+$2.68K	0.19%	110
2019 Q2	$1.78M	Buy	39,275 +27,384	+230%	+$1.28M	0.17%	118
2019 Q1	$567K	Sell	11,891 -1,161	-9%	-$57.8K	0.06%	198
2018 Q4	$678K	Buy	13,052 +2,736	+27%	+$147K	0.07%	182
2018 Q3	$640K	Sell	10,316 -390	-4%	-$23.1K	0.06%	203
2018 Q2	$592K	Sell	10,706 -1,014	-9%	-$54.8K	0.06%	203
2018 Q1	$741K	Buy	11,720 +2,605	+29%	+$168K	0.07%	171
2017 Q4	$558K	Sell	9,115 -1,988	-18%	-$124K	0.06%	172
2017 Q3	$708K	Buy	11,103 +5,570	+101%	+$325K	0.08%	140
2017 Q2	$308K	Hold	5,533	–	–	0.05%	117
2017 Q1	$301K	Hold	5,533	–	–	0.06%	92
2016 Q4	$323K	Hold	5,533	–	–	0.06%	101
2016 Q3	$298K	Hold	5,533	–	–	0.06%	93
2016 Q2	$407K	Hold	5,533	–	–	0.09%	82
2016 Q1	$353K	Hold	5,533	–	–	0.08%	77
2015 Q4	$381K	Hold	5,533	–	–	0.09%	79
2015 Q3	$328K	Buy	5,533 +100	+2%	+$6.34K	0.09%	75
2015 Q2	$362K	Sell	5,433 -300	-5%	-$19.8K	0.09%	76
2015 Q1	$370K	Hold	5,733	–	–	0.08%	84
2014 Q4	$293K	Sell	5,733 -100	-2%	-$5.64K	0.06%	85
2014 Q3	$298K	Hold	5,833	–	–	0.06%	87
2014 Q2	$283K	Hold	5,833	–	–	0.06%	88
2014 Q1	$303K	Sell	5,833 -181	-3%	-$9.63K	0.06%	79
2013 Q4	$320K	Buy	6,014 +180	+3%	+$9.17K	0.06%	89
2013 Q3	$270K	Sell	5,834 -311	-5%	-$13.7K	0.04%	108
2013 Q2	$275K	Buy	+6,145	New	+$267K	0.04%	110

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

Evergreen Capital Management's BMY Position: Q2 2026 in Review

Evergreen Capital Management increased its Bristol-Myers Squibb (BMY) stake by 28% in Q2 2026, buying an estimated $543K and bringing the position to 42,722 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #304.

Evergreen Capital Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.5M in Q1 2022. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Evergreen Capital Management held 42,722 shares of Bristol-Myers Squibb worth $2.46M as of Q2 2026.
Evergreen Capital Management bought 9,458 Bristol-Myers Squibb shares in Q2 2026, an estimated $543K.
Bristol-Myers Squibb made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #304 holding.
Evergreen Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Evergreen Capital Management's Bristol-Myers Squibb position peaked at $19.5M in Q1 2022.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.