Halbert Hargrove Global Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Halbert Hargrove Global Advisors’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	$1.25K	Buy	+22	New	+$1.26K	﹤0.01%	425
2025 Q4	–	Sell	-169	Closed	-$7.62K	–	411
2025 Q3	$7.62K	Buy	+169	New	+$7.89K	﹤0.01%	359
2025 Q2	–	Sell	-128	Closed	-$7.79K	–	355
2025 Q1	$7.79K	Buy	+128	New	+$7.46K	﹤0.01%	276
2023 Q2	–	Sell	-4,156	Closed	-$288K	–	110
2023 Q1	$288K	Buy	4,156 +541	+15%	+$38.2K	0.02%	117
2022 Q4	$260K	Sell	3,615 -339	-9%	-$25.6K	0.02%	123
2022 Q3	$281K	Hold	3,954	–	–	0.02%	115
2022 Q2	$304K	Buy	3,954 +194	+5%	+$14.8K	0.02%	108
2022 Q1	$275K	Buy	+3,760	New	+$252K	0.02%	127
2021 Q4	–	Sell	-3,751	Closed	-$222K	–	165
2021 Q3	$222K	Sell	3,751 -208	-5%	-$13.7K	0.02%	133
2021 Q2	$265K	Buy	3,959 +63	+2%	+$4.11K	0.02%	121
2021 Q1	$246K	Buy	3,896 +127	+3%	+$7.9K	0.02%	110
2020 Q4	$234K	Buy	3,769 +23	+0.6%	+$1.41K	0.02%	101
2020 Q3	$226K	Buy	3,746 +221	+6%	+$13.3K	0.02%	92
2020 Q2	$207K	Buy	+3,525	New	+$211K	0.03%	85
2020 Q1	–	Sell	-3,670	Closed	-$236K	–	83
2019 Q4	$236K	Buy	+3,670	New	+$210K	0.06%	71
2016 Q3	–	Sell	-3,477	Closed	-$256K	–	70
2016 Q2	$256K	Buy	3,477 +219	+7%	+$15.5K	0.07%	60
2016 Q1	$208K	Sell	3,258 -183	-5%	-$11.5K	0.07%	74
2015 Q4	$237K	Buy	3,441 +49	+1%	+$3.24K	0.1%	84
2015 Q3	$201K	Buy	+3,392	New	+$215K	0.1%	95
2015 Q2	–	Sell	-3,898	Closed	-$251K	–	183
2015 Q1	$251K	Buy	+3,898	New	+$244K	0.08%	159

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

Halbert Hargrove Global Advisors's BMY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 22 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in BMY as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in BMY in Q1 2015 and has held it in 20 quarters since. The position peaked at $304K in Q2 2022. 1,110 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Halbert Hargrove Global Advisors held 22 shares of Bristol-Myers Squibb worth $1.25K as of Q2 2026.
Bristol-Myers Squibb was a new Halbert Hargrove Global Advisors position in Q2 2026.
Bristol-Myers Squibb made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #425 holding.
Halbert Hargrove Global Advisors first reported a position in Bristol-Myers Squibb in Q1 2015 and has held it in 20 quarters since.
Halbert Hargrove Global Advisors's Bristol-Myers Squibb position peaked at $304K in Q2 2022.
1,110 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.