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Hamel Associates’s Bristol-Myers Squibb BMY Stock Holding History

Hamel 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 		– Sell
-3,622
Closed -$220K – 93
2026
Q1 		$220K Buy
+3,622
New +$211K 0.06% 80
2025
Q2 		– Sell
-3,602
Closed -$220K – 82
2025
Q1 		$220K Buy
+3,602
New +$210K 0.07% 71
2023
Q4 		– Sell
-3,537
Closed -$205K – 70
2023
Q3 		$205K Sell
3,537
-1,325
-27% -$81.2K 0.08% 72
2023
Q2 		$311K Sell
4,862
-1,050
-18% -$70.4K 0.11% 69
2023
Q1 		$410K Hold
5,912
– – 0.14% 71
2022
Q4 		$425K Sell
5,912
-590
-9% -$44.5K 0.15% 68
2022
Q3 		$462K Buy
6,502
+205
+3% +$14.9K 0.18% 68
2022
Q2 		$485K Buy
6,297
+385
+7% +$29.3K 0.19% 68
2022
Q1 		$432K Sell
5,912
-121
-2% -$8.12K 0.15% 65
2021
Q4 		$376K Sell
6,033
-724
-11% -$42.5K 0.13% 66
2021
Q3 		$400K Buy
6,757
+1
+0% +$66 0.16% 59
2021
Q2 		$451K Sell
6,756
-150
-2% -$9.78K 0.17% 58
2021
Q1 		$436K Buy
6,906
+1
+0% +$62 0.17% 59
2020
Q4 		$428K Sell
6,905
-1,008
-13% -$62K 0.18% 57
2020
Q3 		$477K Hold
7,913
– – 0.21% 55
2020
Q2 		$465K Buy
7,913
+1
+0% +$60 0.22% 51
2020
Q1 		$441K Sell
7,912
-999
-11% -$61.1K 0.23% 52
2019
Q4 		$572K Buy
8,911
+1,161
+15% +$66.5K 0.24% 62
2019
Q3 		$393K Buy
7,750
+1
+0% +$47 0.17% 70
2019
Q2 		$351K Sell
7,749
-1,224
-14% -$57K 0.15% 73
2019
Q1 		$428K Sell
8,973
-20,399
-69% -$1.02M 0.19% 69
2018
Q4 		$1.53M Buy
29,372
+1
+0% +$54 0.76% 42
2018
Q3 		$1.82M Sell
29,371
-725
-2% -$43K 0.79% 45
2018
Q2 		$1.67M Sell
30,096
-4,574
-13% -$247K 0.77% 42
2018
Q1 		$2.19K Sell
34,670
-20,024
-37% -$1.29M 0.15% 32
2017
Q4 		$3.35M Buy
54,694
+1
+0% +$63 1.58% 23
2017
Q3 		$3.48M Hold
54,693
– – 1.7% 21
2017
Q2 		$3.05M Sell
54,693
-349
-0.6% -$19K 1.53% 24
2017
Q1 		$2.99M Buy
55,042
+525
+1% +$28.8K 1.52% 26
2016
Q4 		$3.19M Sell
54,517
-955
-2% -$52.2K 1.64% 24
2016
Q3 		$2.99M Buy
55,472
+2,150
+4% +$138K 1.58% 24
2016
Q2 		$3.92M Hold
53,322
– – 2.03% 20
2016
Q1 		$3.41M Sell
53,322
-50
-0.1% -$3.15K 1.81% 19
2015
Q4 		$3.67M Sell
53,372
-250
-0.5% -$16.5K 2.34% 14
2015
Q3 		$3.17M Buy
53,622
+1,740
+3% +$110K 2.26% 16
2015
Q2 		$3.45M Sell
51,882
-1,500
-3% -$98.9K 2.27% 12
2015
Q1 		$3.44M Sell
53,382
-3,925
-7% -$246K 2.27% 9
2014
Q4 		$3.38M Hold
57,307
– – 2.2% 11
2014
Q3 		$2.94M Buy
57,307
+17,500
+44% +$874K 1.96% 16
2014
Q2 		$1.93M Buy
39,807
+3,475
+10% +$171K 1.27% 31
2014
Q1 		$1.89M Buy
36,332
+1,725
+5% +$91.8K 1.31% 30
2013
Q4 		$1.84M Buy
+34,607
New +$1.76M 1.29% 28

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Hamel Associates's BMY Position: Q2 2026 in Review

Hamel Associates sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 3,622 shares — an estimated $220K sold.

Hamel Associates first reported a position in BMY in Q4 2013 and held it in 42 quarters. The position peaked at $3.92M in Q2 2016. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Hamel Associates reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Hamel Associates sold 3,622 Bristol-Myers Squibb shares in Q2 2026, an estimated $220K.
  • Hamel Associates first reported a position in Bristol-Myers Squibb in Q4 2013 and held it in 42 quarters.
  • Hamel Associates's Bristol-Myers Squibb position peaked at $3.92M in Q2 2016.
  • 1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.