Guardian Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $421K | Sell |
7,300
-250
| -3% | -$14.4K | 0.27% | 48 |
|
|
2026
Q1 | $458K | Sell |
7,550
-450
| -6% | -$26.2K | 0.36% | 47 |
|
|
2025
Q4 | $432K | Sell |
8,000
-1,500
| -16% | -$72.2K | 0.34% | 49 |
|
|
2025
Q3 | $428K | Hold |
9,500
| – | – | 0.36% | 49 |
|
|
2025
Q2 | $440K | Sell |
9,500
-350
| -4% | -$17.2K | 0.44% | 43 |
|
|
2025
Q1 | $601K | Sell |
9,850
-1,500
| -13% | -$87.4K | 0.51% | 44 |
|
|
2024
Q4 | $642K | Hold |
11,350
| – | – | 0.46% | 44 |
|
|
2024
Q3 | $587K | Sell |
11,350
-600
| -5% | -$28.1K | 0.51% | 46 |
|
|
2024
Q2 | $496K | Sell |
11,950
-2,175
| -15% | -$97.3K | 0.36% | 50 |
|
|
2024
Q1 | $766K | Sell |
14,125
-10,700
| -43% | -$545K | 0.62% | 44 |
|
|
2023
Q4 | $1.27M | Sell |
24,825
-11,043
| -31% | -$580K | 1.07% | 31 |
|
|
2023
Q3 | $2.08M | Buy |
35,868
+200
| +0.6% | +$12.3K | 1.89% | 18 |
|
|
2023
Q2 | $2.29M | Sell |
35,668
-9,278
| -21% | -$622K | 1.95% | 18 |
|
|
2023
Q1 | $2.84M | Buy |
44,946
+5,696
| +15% | +$402K | 2.13% | 18 |
|
|
2022
Q4 | $2.82M | Sell |
39,250
-500
| -1% | -$37.7K | 2.67% | 13 |
|
|
2022
Q3 | $2.83M | Sell |
39,750
-1,000
| -2% | -$72.5K | 2.86% | 8 |
|
|
2022
Q2 | $3.14M | Hold |
40,750
| – | – | 2.73% | 8 |
|
|
2022
Q1 | $2.98M | Hold |
40,750
| – | – | 2.31% | 14 |
|
|
2021
Q4 | $2.54M | Sell |
40,750
-700
| -2% | -$41.1K | 1.77% | 24 |
|
|
2021
Q3 | $2.45M | Sell |
41,450
-10,996
| -21% | -$724K | 1.81% | 21 |
|
|
2021
Q2 | $3.5M | Buy |
52,446
+7,500
| +17% | +$489K | 2.4% | 13 |
|
|
2021
Q1 | $2.84M | Sell |
44,946
-275
| -0.6% | -$17.1K | 2.01% | 20 |
|
|
2020
Q4 | $2.81M | Sell |
45,221
-300
| -0.7% | -$18.4K | 2.13% | 15 |
|
|
2020
Q3 | $2.74M | Sell |
45,521
-1,500
| -3% | -$90.3K | 2.39% | 15 |
|
|
2020
Q2 | $2.76M | Sell |
47,021
-343
| -0.7% | -$20.5K | 2.51% | 13 |
|
|
2020
Q1 | $2.64M | Buy |
47,364
+2,500
| +6% | +$153K | 2.7% | 11 |
|
|
2019
Q4 | $2.88M | Sell |
44,864
-1,400
| -3% | -$80.2K | 2.29% | 15 |
|
|
2019
Q3 | $2.35M | Buy |
46,264
+3,510
| +8% | +$165K | 2.08% | 16 |
|
|
2019
Q2 | $1.94M | Buy |
42,754
+500
| +1% | +$23.3K | 1.69% | 23 |
|
|
2019
Q1 | $2.02M | Sell |
42,254
-3,040
| -7% | -$151K | 1.75% | 20 |
|
|
2018
Q4 | $2.35M | Buy |
45,294
+890
| +2% | +$47.8K | 2.17% | 19 |
|
|
2018
Q3 | $2.76M | Sell |
44,404
-1,674
| -4% | -$99.3K | 2.43% | 16 |
|
|
2018
Q2 | $2.55M | Buy |
46,078
+6,501
| +16% | +$351K | 2.44% | 15 |
|
|
2018
Q1 | $2.5M | Sell |
39,577
-689
| -2% | -$44.3K | 2.67% | 15 |
|
|
2017
Q4 | $2.47M | Buy |
40,266
+151
| +0.4% | +$9.45K | 2.6% | 16 |
|
|
2017
Q3 | $2.56M | Buy |
40,115
+1,000
| +3% | +$58.4K | 2.82% | 15 |
|
|
2017
Q2 | $2.18M | Sell |
39,115
-1,750
| -4% | -$95.2K | 2.41% | 16 |
|
|
2017
Q1 | $2.22M | Buy |
40,865
+4,900
| +14% | +$269K | 2.42% | 14 |
|
|
2016
Q4 | $2.1M | Buy |
35,965
+525
| +1% | +$28.7K | 2.43% | 14 |
|
|
2016
Q3 | $2.61M | Hold |
35,440
| – | – | 2.9% | 10 |
|
|
2016
Q2 | $2.61M | Sell |
35,440
-2,383
| -6% | -$168K | 2.9% | 10 |
|
|
2016
Q1 | $2.42M | Sell |
37,823
-3,000
| -7% | -$189K | 2.77% | 12 |
|
|
2015
Q4 | $2.81M | Sell |
40,823
-3,400
| -8% | -$225K | 3.01% | 9 |
|
|
2015
Q3 | $2.93M | Sell |
44,223
-1,777
| -4% | -$113K | 3.25% | 8 |
|
|
2015
Q2 | $3.11M | Sell |
46,000
-6,000
| -12% | -$395K | 3.47% | 8 |
|
|
2015
Q1 | $3.32M | Hold |
52,000
| – | – | 3.69% | 7 |
|
|
2014
Q4 | $3.07M | Hold |
52,000
| – | – | 3.23% | 9 |
|
|
2014
Q3 | $2.69M | Hold |
52,000
| – | – | 3.11% | 9 |
|
|
2014
Q2 | $2.52M | Hold |
52,000
| – | – | 2.75% | 10 |
|
|
2014
Q1 | $2.69M | Hold |
52,000
| – | – | 3.11% | 9 |
|
|
2013
Q4 | $2.78M | Buy |
52,000
+3,070
| +6% | +$156K | 3.08% | 7 |
|
|
2013
Q3 | $2.26M | Hold |
48,930
| – | – | 3.08% | 9 |
|
|
2013
Q2 | $2.21M | Buy |
+48,930
| New | +$2.12M | 3.19% | 8 |
|
Other funds holding BMY
AIM
FWIA
DLA
Guardian Investment Management's BMY Position: Q2 2026 in Review
Guardian Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 3.3% in Q2 2026, selling an estimated $14.4K and leaving 7,300 shares worth $421K. The position accounts for 0.27% of the portfolio, ranked #48.
Guardian Investment Management first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.5M in Q2 2021. 979 funds tracked by Wall St. Rank hold BMY as of Q2 2026.
- Guardian Investment Management held 7,300 shares of Bristol-Myers Squibb worth $421K as of Q2 2026.
- Guardian Investment Management sold 250 Bristol-Myers Squibb shares in Q2 2026, an estimated $14.4K.
- Bristol-Myers Squibb made up 0.27% of Guardian Investment Management's portfolio in Q2 2026, its #48 holding.
- Guardian Investment Management first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
- Guardian Investment Management's Bristol-Myers Squibb position peaked at $3.5M in Q2 2021.
- 979 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.
Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.