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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,926
Closed -$517K 213
2025
Q1
$517K Sell
10,926
-548
-5% -$31.9K 0.1% 145
2024
Q4
$524K Sell
11,474
-14,747
-56% -$824K 2.45% 9
2024
Q3
$1.02M Sell
26,221
-708
-3% -$33.2K 2.34% 15
2024
Q2
$909K Buy
+26,929
New +$1.2M 2.83% 14

Other funds holding BMY

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

Fulcrum Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 18% in Q2 2026, selling an estimated $121K and leaving 9,865 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #263.

Fulcrum Asset Management first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Fulcrum Asset Management held 9,865 shares of Bristol-Myers Squibb worth $578K as of Q2 2026.
  • Fulcrum Asset Management sold 2,114 Bristol-Myers Squibb shares in Q2 2026, an estimated $121K.
  • Bristol-Myers Squibb made up 0.06% of Fulcrum Asset Management's portfolio in Q2 2026, its #263 holding.
  • Fulcrum Asset Management first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Bristol-Myers Squibb position peaked at $716K in Q1 2026.
  • 2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.