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

Ferguson Wellman 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	$2.62M	Sell	45,554 -724	-2%	-$41.6K	0.03%	158
2026 Q1	$2.81M	Sell	46,278 -270	-0.6%	-$15.7K	0.04%	149
2025 Q4	$2.51M	Sell	46,548 -3,732	-7%	-$180K	0.04%	129
2025 Q3	$2.27M	Sell	50,280 -42	-0.1%	-$1.96K	0.04%	130
2025 Q2	$2.33M	Sell	50,322 -1,331	-3%	-$65.3K	0.04%	125
2025 Q1	$3.15M	Sell	51,653 -1,039	-2%	-$60.6K	0.06%	115
2024 Q4	$2.98M	Sell	52,692 -2,929	-5%	-$164K	0.06%	119
2024 Q3	$2.88M	Sell	55,621 -1,663	-3%	-$78K	0.06%	125
2024 Q2	$2.38M	Sell	57,284 -2,346	-4%	-$105K	0.05%	130
2024 Q1	$3.23M	Sell	59,630 -3,452	-5%	-$176K	0.07%	121
2023 Q4	$3.24M	Sell	63,082 -4,415	-7%	-$232K	0.07%	122
2023 Q3	$3.92M	Sell	67,497 -324	-0.5%	-$19.9K	0.1%	109
2023 Q2	$4.34M	Sell	67,821 -874	-1%	-$58.6K	0.1%	108
2023 Q1	$4.76M	Sell	68,695 -10,707	-13%	-$755K	0.12%	99
2022 Q4	$5.71M	Buy	79,402 +31,571	+66%	+$2.38M	0.15%	96
2022 Q3	$3.4M	Sell	47,831 -641	-1%	-$46.5K	0.13%	91
2022 Q2	$3.73M	Sell	48,472 -152	-0.3%	-$11.6K	0.14%	97
2022 Q1	$3.55M	Sell	48,624 -1,125	-2%	-$75.5K	0.11%	107
2021 Q4	$3.1M	Sell	49,749 -23,911	-32%	-$1.4M	0.09%	111
2021 Q3	$4.36M	Sell	73,660 -185	-0.3%	-$12.2K	0.14%	89
2021 Q2	$4.93M	Sell	73,845 -595	-0.8%	-$38.8K	0.16%	86
2021 Q1	$4.7M	Sell	74,440 -37,773	-34%	-$2.35M	0.16%	86
2020 Q4	$6.96M	Sell	112,213 -5,749	-5%	-$354K	0.17%	112
2020 Q3	$7.11M	Buy	117,962 +10,753	+10%	+$647K	0.2%	106
2020 Q2	$6.3M	Sell	107,209 -1,841	-2%	-$110K	0.19%	104
2020 Q1	$6.08M	Sell	109,050 -2,225	-2%	-$136K	0.23%	93
2019 Q4	$7.14M	Buy	111,275 +10,012	+10%	+$573K	0.21%	106
2019 Q3	$5.13M	Buy	101,263 +6,490	+7%	+$305K	0.16%	113
2019 Q2	$4.3M	Sell	94,773 -6,292	-6%	-$293K	0.14%	120
2019 Q1	$4.82M	Sell	101,065 -1,591	-2%	-$79.3K	0.16%	114
2018 Q4	$5.34M	Sell	102,656 -9,948	-9%	-$534K	0.2%	105
2018 Q3	$6.99M	Sell	112,604 -720	-0.6%	-$42.7K	0.23%	103
2018 Q2	$6.27M	Sell	113,324 -2,384	-2%	-$129K	0.22%	109
2018 Q1	$7.32M	Sell	115,708 -988	-0.8%	-$63.6K	0.26%	109
2017 Q4	$7.15M	Sell	116,696 -4,897	-4%	-$306K	0.25%	109
2017 Q3	$7.75M	Sell	121,593 -384	-0.3%	-$22.4K	0.28%	96
2017 Q2	$6.8M	Sell	121,977 -1,593	-1%	-$86.7K	0.26%	101
2017 Q1	$6.72M	Sell	123,570 -5,221	-4%	-$286K	0.26%	102
2016 Q4	$7.53M	Sell	128,791 -4,173	-3%	-$228K	0.31%	85
2016 Q3	$7.17M	Sell	132,964 -4,670	-3%	-$300K	0.31%	90
2016 Q2	$10.1M	Sell	137,634 -2,860	-2%	-$202K	0.43%	73
2016 Q1	$8.97M	Sell	140,494 -58,132	-29%	-$3.67M	0.38%	78
2015 Q4	$13.7M	Sell	198,626 -40,827	-17%	-$2.7M	0.56%	59
2015 Q3	$14.2M	Sell	239,453 -49,054	-17%	-$3.11M	0.63%	53
2015 Q2	$19.2M	Sell	288,507 -71,410	-20%	-$4.71M	0.79%	44
2015 Q1	$23.2M	Sell	359,917 -737	-0.2%	-$46.1K	0.96%	35
2014 Q4	$21.3M	Buy	360,654 +8,493	+2%	+$479K	0.86%	44
2014 Q3	$18M	Sell	352,161 -358	-0.1%	-$17.9K	0.77%	47
2014 Q2	$17.1M	Buy	352,519 +4,310	+1%	+$212K	0.72%	51
2014 Q1	$18.1M	Sell	348,209 -443	-0.1%	-$23.6K	0.81%	44
2013 Q4	$18.5M	Buy	348,652 +12,226	+4%	+$623K	0.84%	46
2013 Q3	$15.6M	Buy	336,426 +254,843	+312%	+$11.2M	0.77%	49
2013 Q2	$3.65M	Buy	+81,583	New	+$3.54M	0.28%	72

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

Ferguson Wellman Capital Management's BMY Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, selling an estimated $41.6K and leaving 45,554 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #158.

Ferguson Wellman Capital Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.2M in Q1 2015. 878 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ferguson Wellman Capital Management held 45,554 shares of Bristol-Myers Squibb worth $2.62M as of Q2 2026.
Ferguson Wellman Capital Management sold 724 Bristol-Myers Squibb shares in Q2 2026, an estimated $41.6K.
Bristol-Myers Squibb made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #158 holding.
Ferguson Wellman Capital Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
Ferguson Wellman Capital Management's Bristol-Myers Squibb position peaked at $23.2M in Q1 2015.
878 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

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