HIA
BMY icon

Harbor Investment Advisory’s Bristol-Myers Squibb BMY Stock Holding History

Harbor Investment Advisory’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 		$482K Sell
8,368
-50
-0.6% -$2.87K 0.03% 300
2026
Q1 		$511K Sell
8,418
-904
-10% -$52.7K 0.04% 281
2025
Q4 		$503K Buy
9,322
+224
+2% +$10.8K 0.04% 282
2025
Q3 		$410K Sell
9,098
-2,421
-21% -$113K 0.03% 304
2025
Q2 		$533K Sell
11,519
-832
-7% -$40.8K 0.05% 255
2025
Q1 		$753K Sell
12,351
-750
-6% -$43.7K 0.07% 192
2024
Q4 		$741K Sell
13,101
-2,064
-14% -$115K 0.07% 188
2024
Q3 		$785K Sell
15,165
-6,740
-31% -$316K 0.08% 190
2024
Q2 		$910K Sell
21,905
-419
-2% -$18.7K 0.09% 160
2024
Q1 		$1.21M Buy
22,324
+4,100
+22% +$209K 0.13% 130
2023
Q4 		$935K Sell
18,224
-7,280
-29% -$382K 0.11% 150
2023
Q3 		$1.48M Sell
25,504
-2,067
-7% -$127K 0.19% 90
2023
Q2 		$1.76M Sell
27,571
-1,684
-6% -$113K 0.25% 79
2023
Q1 		$2.03M Buy
29,255
+247
+0.9% +$17.4K 0.3% 72
2022
Q4 		$2.09M Sell
29,008
-463
-2% -$34.9K 0.33% 68
2022
Q3 		$2.1M Buy
29,471
+318
+1% +$23.1K 0.35% 63
2022
Q2 		$2.25M Sell
29,153
-1,374
-5% -$105K 0.36% 57
2022
Q1 		$2.23M Buy
30,527
+66
+0.2% +$4.43K 0.3% 66
2021
Q4 		$1.9M Buy
30,461
+348
+1% +$20.4K 0.24% 82
2021
Q3 		$1.78M Sell
30,113
-4,909
-14% -$323K 0.24% 80
2021
Q2 		$2.34M Sell
35,022
-2,254
-6% -$147K 0.32% 67
2021
Q1 		$2.35M Buy
37,276
+5,574
+18% +$347K 0.35% 63
2020
Q4 		$1.97M Buy
31,702
+3,116
+11% +$192K 0.31% 67
2020
Q3 		$1.72M Buy
28,586
+588
+2% +$35.4K 0.33% 68
2020
Q2 		$1.65M Buy
27,998
+6,072
+28% +$363K 0.35% 63
2020
Q1 		$1.22M Buy
21,926
+988
+5% +$60.4K 0.33% 68
2019
Q4 		$1.34M Buy
+20,938
New +$1.2M 0.31% 73

Other funds holding BMY

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Harbor Investment Advisory's BMY Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Bristol-Myers Squibb (BMY) stake by 0.59% in Q2 2026, selling an estimated $2.87K and leaving 8,368 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #300.

Harbor Investment Advisory first reported a position in BMY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.35M in Q1 2021. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Harbor Investment Advisory held 8,368 shares of Bristol-Myers Squibb worth $482K as of Q2 2026.
  • Harbor Investment Advisory sold 50 Bristol-Myers Squibb shares in Q2 2026, an estimated $2.87K.
  • Bristol-Myers Squibb made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #300 holding.
  • Harbor Investment Advisory first reported a position in Bristol-Myers Squibb in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Bristol-Myers Squibb position peaked at $2.35M in Q1 2021.
  • 879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.