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

Formidable 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	$548K	Buy	9,040 +3	+0%	+$172	0.09%	216
2026 Q1	$487K	Buy	9,037 +5	+0.1%	+$291	0.08%	234
2025 Q4	$407K	Sell	9,032 -1,052	-10%	-$50.6K	0.06%	276
2025 Q3	$467K	Buy	10,084 +224	+2%	+$10.5K	0.07%	248
2025 Q2	$601K	Hold	9,860	–	–	0.1%	198
2025 Q1	$601K	Sell	9,860 -792	-7%	-$46.2K	0.1%	200
2024 Q4	$602K	Sell	10,652 -247	-2%	-$13.8K	0.1%	204
2024 Q3	$564K	Sell	10,899 -1,498	-12%	-$70.3K	0.09%	205
2024 Q2	$515K	Sell	12,397 -1,035	-8%	-$46.3K	0.08%	231
2024 Q1	$728K	Buy	13,432 +1,119	+9%	+$57K	0.12%	178
2023 Q4	$632K	Hold	12,313	–	–	0.13%	149
2023 Q3	$715K	Sell	12,313 -300	-2%	-$18.4K	0.16%	130
2023 Q2	$807K	Hold	12,613	–	–	0.18%	106
2023 Q1	$877K	Buy	12,613 +100	+0.8%	+$7.05K	0.19%	98
2022 Q4	$900K	Hold	12,513	–	–	0.2%	96
2022 Q3	$918K	Sell	12,513 -7	-0.1%	-$508	0.21%	88
2022 Q2	$946K	Sell	12,520 -12,905	-51%	-$983K	0.21%	88
2022 Q1	$1.86M	Buy	25,425 +342	+1%	+$23K	0.36%	56
2021 Q4	$1.56M	Buy	25,083 +1,853	+8%	+$109K	0.3%	64
2021 Q3	$1.38M	Buy	23,230 +12,383	+114%	+$815K	0.26%	82
2021 Q2	$729K	Buy	10,847 +270	+3%	+$17.6K	0.16%	133
2021 Q1	$667K	Buy	10,577 +376	+4%	+$23.4K	0.15%	136
2020 Q4	$629K	Sell	10,201 -24	-0.2%	-$1.48K	0.15%	128
2020 Q3	$606K	Sell	10,225 -100	-1%	-$6.02K	0.18%	112
2020 Q2	$609K	Buy	10,325 +855	+9%	+$51.1K	0.18%	111
2020 Q1	$526K	Hold	9,470	–	–	0.21%	96
2019 Q4	$631K	Buy	+9,470	New	+$542K	0.2%	105
2019 Q3	–	Sell	-7,821	Closed	-$348K	–	137
2019 Q2	$348K	Buy	+7,821	New	+$364K	0.12%	150
2018 Q4	–	Sell	-12,166	Closed	-$762K	–	88
2018 Q3	$762K	Sell	12,166 -1,735	-12%	-$103K	0.3%	68
2018 Q2	$769K	Buy	13,901 +998	+8%	+$53.9K	0.33%	61
2018 Q1	$816K	Sell	12,903 -143	-1%	-$9.2K	0.41%	52
2017 Q4	$800K	Sell	13,046 -50	-0.4%	-$3.13K	0.37%	61
2017 Q3	$835K	Buy	13,096 +181	+1%	+$10.6K	0.35%	65
2017 Q2	$720K	Sell	12,915 -300	-2%	-$16.3K	0.36%	66
2017 Q1	$726K	Buy	13,215 +2,300	+21%	+$126K	0.32%	75
2016 Q4	$638K	Sell	10,915 -314	-3%	-$17.2K	0.32%	79
2016 Q3	$605K	Buy	11,229 +450	+4%	+$28.9K	0.3%	88
2016 Q2	$816K	Buy	10,779 +1,164	+12%	+$82.2K	0.45%	43
2016 Q1	$679K	Buy	9,615 +5,275	+122%	+$333K	0.48%	46
2015 Q4	$291K	Hold	4,340	–	–	0.2%	109
2015 Q3	$256K	Hold	4,340	–	–	0.17%	122
2015 Q2	$289K	Hold	4,340	–	–	0.18%	112
2015 Q1	$293K	Hold	4,340	–	–	0.19%	107
2014 Q4	$256K	Hold	4,340	–	–	0.17%	108
2014 Q3	$251K	Buy	4,340 +79	+2%	+$3.95K	0.17%	111
2014 Q2	$207K	Hold	4,261	–	–	0.13%	130
2014 Q1	$215K	Buy	4,261 +949	+29%	+$50.5K	0.15%	113
2013 Q4	$167K	Hold	3,312	–	–	0.11%	131
2013 Q3	$155K	Buy	+3,312	New	+$145K	0.13%	114

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Formidable Asset Management's BMY Position: Q2 2026 in Review

Formidable Asset Management increased its Bristol-Myers Squibb (BMY) stake by 0.03% in Q2 2026, buying an estimated $172 and bringing the position to 9,040 shares worth $548K. The position accounts for 0.09% of the portfolio, ranked #216.

Formidable Asset Management first reported a position in BMY in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.86M in Q1 2022. 886 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Formidable Asset Management held 9,040 shares of Bristol-Myers Squibb worth $548K as of Q2 2026.
Formidable Asset Management bought 3 Bristol-Myers Squibb shares in Q2 2026, an estimated $172.
Bristol-Myers Squibb made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #216 holding.
Formidable Asset Management first reported a position in Bristol-Myers Squibb in Q3 2013 and has held it in 49 quarters since.
Formidable Asset Management's Bristol-Myers Squibb position peaked at $1.86M in Q1 2022.
886 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.