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Grimes & Company’s Bristol-Myers Squibb BMY Stock Holding History

Grimes & Company’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 		$21.4M Sell
370,909
-186
-0.1% -$10.7K 0.46% 48
2026
Q1 		$22.5M Buy
371,095
+23,476
+7% +$1.37M 0.62% 31
2025
Q4 		$18.8M Sell
347,619
-28,024
-7% -$1.35M 0.45% 44
2025
Q3 		$16.9M Sell
375,643
-22,215
-6% -$1.04M 0.42% 49
2025
Q2 		$18.4M Sell
397,858
-24,916
-6% -$1.22M 0.5% 41
2025
Q1 		$25.8M Sell
422,774
-13,227
-3% -$771K 0.8% 26
2024
Q4 		$24.7M Sell
436,001
-9,507
-2% -$531K 0.71% 29
2024
Q3 		$23.1M Buy
445,508
+846
+0.2% +$39.7K 0.62% 33
2024
Q2 		$18.5M Buy
444,662
+64,021
+17% +$2.86M 0.55% 40
2024
Q1 		$20.6M Buy
380,641
+35,677
+10% +$1.82M 0.63% 39
2023
Q4 		$17.7M Buy
344,964
+13,524
+4% +$710K 0.59% 38
2023
Q3 		$19.2M Buy
331,440
+14,084
+4% +$863K 0.74% 25
2023
Q2 		$20.3M Buy
317,356
+7,491
+2% +$502K 0.72% 23
2023
Q1 		$21.5M Buy
309,865
+11,672
+4% +$823K 0.88% 21
2022
Q4 		$21.5M Buy
298,193
+2,729
+0.9% +$206K 0.91% 17
2022
Q3 		$21M Buy
295,464
+4,778
+2% +$347K 1.1% 12
2022
Q2 		$22.4M Buy
290,686
+1,984
+0.7% +$151K 1.13% 10
2022
Q1 		$21.1M Buy
288,702
+94,069
+48% +$6.32M 1.1% 18
2021
Q4 		$12.1M Buy
194,633
+3,005
+2% +$176K 0.56% 53
2021
Q3 		$11.3M Buy
191,628
+8,079
+4% +$532K 0.49% 55
2021
Q2 		$12.3M Buy
183,549
+3,822
+2% +$249K 0.53% 53
2021
Q1 		$11.3M Buy
179,727
+22,711
+14% +$1.41M 0.55% 52
2020
Q4 		$9.74M Buy
157,016
+1,828
+1% +$112K 0.51% 55
2020
Q3 		$9.36M Sell
155,188
-4,525
-3% -$272K 0.6% 51
2020
Q2 		$9.39M Sell
159,713
-3,264
-2% -$195K 0.65% 42
2020
Q1 		$9.08M Sell
162,977
-3,400
-2% -$208K 0.83% 25
2019
Q4 		$10.7M Sell
166,377
-8,197
-5% -$469K 0.7% 34
2019
Q3 		$8.85M Buy
174,574
+2,661
+2% +$125K 0.63% 41
2019
Q2 		$7.8M Buy
171,913
+6,304
+4% +$294K 0.59% 50
2019
Q1 		$7.9M Buy
165,609
+157,818
+2,026% +$7.86M 0.62% 47
2018
Q4 		$405K Buy
7,791
+5
+0.1% +$269 0.04% 162
2018
Q3 		$483K Sell
7,786
-397
-5% -$23.6K 0.04% 161
2018
Q2 		$453K Sell
8,183
-1,521
-16% -$82.1K 0.04% 167
2018
Q1 		$614K Buy
9,704
+1,579
+19% +$102K 0.06% 141
2017
Q4 		$498K Buy
8,125
+14
+0.2% +$876 0.05% 141
2017
Q3 		$517K Buy
8,111
+5
+0.1% +$292 0.06% 131
2017
Q2 		$452K Buy
8,106
+5
+0.1% +$272 0.05% 141
2017
Q1 		$441K Sell
8,101
-275
-3% -$15.1K 0.05% 141
2016
Q4 		$490K Sell
8,376
-145
-2% -$7.93K 0.06% 135
2016
Q3 		$459K Buy
8,521
+404
+5% +$26K 0.06% 134
2016
Q2 		$597K Sell
8,117
-135
-2% -$9.54K 0.08% 122
2016
Q1 		$527K Buy
8,252
+4
+0% +$252 0.07% 124
2015
Q4 		$567K Buy
8,248
+4
+0% +$264 0.08% 113
2015
Q3 		$488K Sell
8,244
-117
-1% -$7.42K 0.06% 114
2015
Q2 		$556K Sell
8,361
-197
-2% -$13K 0.08% 107
2015
Q1 		$552K Buy
8,558
+318
+4% +$19.9K 0.13% 92
2014
Q4 		$486K Buy
8,240
+4
+0% +$226 0.13% 102
2014
Q3 		$422K Buy
8,236
+662
+9% +$33.1K 0.11% 101
2014
Q2 		$367K Buy
7,574
+127
+2% +$6.26K 0.1% 111
2014
Q1 		$387K Buy
7,447
+1,900
+34% +$101K 0.11% 101
2013
Q4 		$295K Buy
+5,547
New +$283K 0.09% 105

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Grimes & Company's BMY Position: Q2 2026 in Review

Grimes & Company reduced its Bristol-Myers Squibb (BMY) stake by 0.05% in Q2 2026, selling an estimated $10.7K and leaving 370,909 shares worth $21.4M. The position accounts for 0.46% of the portfolio, ranked #48.

Grimes & Company first reported a position in BMY in Q4 2013 and has held it in 51 quarters since. The position peaked at $25.8M in Q1 2025. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Grimes & Company held 370,909 shares of Bristol-Myers Squibb worth $21.4M as of Q2 2026.
  • Grimes & Company sold 186 Bristol-Myers Squibb shares in Q2 2026, an estimated $10.7K.
  • Bristol-Myers Squibb made up 0.46% of Grimes & Company's portfolio in Q2 2026, its #48 holding.
  • Grimes & Company first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 51 quarters since.
  • Grimes & Company's Bristol-Myers Squibb position peaked at $25.8M in Q1 2025.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.