Greenwood Capital Associates’s Bristol-Myers Squibb BMY Stock Holding History

Greenwood Capital Associates’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	$1.89M	Sell	32,798 -611	-2%	-$35.1K	0.19%	115
2026 Q1	$2.03M	Buy	33,409 +1,344	+4%	+$78.3K	0.22%	99
2025 Q4	$1.73M	Sell	32,065 -1	-0%	-$48	0.19%	112
2025 Q3	$1.45M	Sell	32,066 -470	-1%	-$21.9K	0.17%	117
2025 Q2	$1.51M	Sell	32,536 -1,511	-4%	-$74.2K	0.19%	110
2025 Q1	$2.08M	Buy	34,047 +1,648	+5%	+$96.1K	0.28%	92
2024 Q4	$1.83M	Sell	32,399 -4,698	-13%	-$262K	0.24%	89
2024 Q3	$1.92M	Buy	37,097 +31,816	+602%	+$1.49M	0.25%	86
2024 Q2	$219K	Hold	5,281	–	–	0.03%	222
2024 Q1	$286K	Sell	5,281 -630	-11%	-$32.1K	0.04%	226
2023 Q4	$303K	Sell	5,911 -790	-12%	-$41.5K	0.04%	221
2023 Q3	$389K	Sell	6,701 -127,325	-95%	-$7.8M	0.06%	207
2023 Q2	$8.57M	Buy	134,026 +845	+0.6%	+$56.7K	1.2%	26
2023 Q1	$9.23M	Buy	133,181 +11,968	+10%	+$844K	1.33%	18
2022 Q4	$8.72M	Sell	121,213 -564	-0.5%	-$42.5K	1.43%	23
2022 Q3	$8.66M	Buy	121,777 +9,176	+8%	+$666K	1.49%	16
2022 Q2	$8.67M	Buy	112,601 +47,831	+74%	+$3.64M	1.39%	22
2022 Q1	$4.73M	Buy	+64,770	New	+$4.35M	1.24%	24
2019 Q2	–	Sell	-145,933	Closed	-$6.96M	–	177
2019 Q1	$6.96M	Buy	+145,933	New	+$7.27M	1.79%	18
2018 Q4	–	Sell	-54,845	Closed	-$3.4M	–	169
2018 Q3	$3.4M	Sell	54,845 -530	-1%	-$31.5K	0.74%	54
2018 Q2	$3.06M	Buy	55,375 +2,305	+4%	+$124K	0.71%	59
2018 Q1	$3.36M	Sell	53,070 -8,823	-14%	-$568K	0.82%	54
2017 Q4	$3.79M	Sell	61,893 -798	-1%	-$49.9K	0.88%	46
2017 Q3	$4M	Sell	62,691 -1,731	-3%	-$101K	0.99%	37
2017 Q2	$3.59M	Buy	64,422 +1,468	+2%	+$79.9K	0.93%	43
2017 Q1	$3.42M	Buy	62,954 +10,615	+20%	+$582K	0.9%	45
2016 Q4	$3.06M	Buy	52,339 +332	+0.6%	+$18.2K	0.86%	48
2016 Q3	$2.8M	Buy	52,007 +7,239	+16%	+$465K	0.85%	52
2016 Q2	$3.29M	Buy	44,768 +172	+0.4%	+$12.2K	1.01%	37
2016 Q1	$2.85M	Sell	44,596 -2,485	-5%	-$157K	0.9%	45
2015 Q4	$3.24M	Sell	47,081 -670	-1%	-$44.3K	1.05%	40
2015 Q3	$2.83M	Sell	47,751 -1,530	-3%	-$97.1K	1%	41
2015 Q2	$3.28M	Sell	49,281 -845	-2%	-$55.7K	0.99%	46
2015 Q1	$3.23M	Sell	50,126 -3,434	-6%	-$215K	0.93%	45
2014 Q4	$3.16M	Buy	53,560 +1,865	+4%	+$105K	0.92%	46
2014 Q3	$2.65M	Buy	51,695 +4,275	+9%	+$214K	0.81%	52
2014 Q2	$2.3M	Buy	+47,420	New	+$2.34M	0.71%	65

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Greenwood Capital Associates's BMY Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Bristol-Myers Squibb (BMY) stake by 1.8% in Q2 2026, selling an estimated $35.1K and leaving 32,798 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #115.

Greenwood Capital Associates first reported a position in BMY in Q2 2014 and has held it in 37 quarters since. The position peaked at $9.23M in Q1 2023. 1,078 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Greenwood Capital Associates held 32,798 shares of Bristol-Myers Squibb worth $1.89M as of Q2 2026.
Greenwood Capital Associates sold 611 Bristol-Myers Squibb shares in Q2 2026, an estimated $35.1K.
Bristol-Myers Squibb made up 0.19% of Greenwood Capital Associates's portfolio in Q2 2026, its #115 holding.
Greenwood Capital Associates first reported a position in Bristol-Myers Squibb in Q2 2014 and has held it in 37 quarters since.
Greenwood Capital Associates's Bristol-Myers Squibb position peaked at $9.23M in Q1 2023.
1,078 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.