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Harbour Investment Management’s Bristol-Myers Squibb BMY Stock Holding History

Harbour Investment Management’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 		$1.32M Sell
22,964
-400
-2% -$23K 0.68% 43
2026
Q1 		$1.42M Sell
23,364
-1,629
-7% -$95K 0.77% 42
2025
Q4 		$1.35M Sell
24,993
-1,855
-7% -$89.2K 0.71% 42
2025
Q3 		$1.21M Sell
26,848
-3,490
-12% -$163K 0.53% 51
2025
Q2 		$1.4M Buy
30,338
+718
+2% +$35.2K 0.61% 49
2025
Q1 		$1.81M Sell
29,620
-250
-0.8% -$14.6K 0.82% 41
2024
Q4 		$1.69M Sell
29,870
-7,570
-20% -$423K 0.74% 42
2024
Q3 		$1.94M Buy
37,440
+3,255
+10% +$153K 0.86% 39
2024
Q2 		$1.42M Buy
34,185
+915
+3% +$40.9K 0.66% 45
2024
Q1 		$1.8M Buy
33,270
+8,390
+34% +$427K 0.85% 42
2023
Q4 		$1.28M Sell
24,880
-2,930
-11% -$154K 0.67% 45
2023
Q3 		$1.61M Sell
27,810
-100
-0.4% -$6.13K 0.92% 39
2023
Q2 		$1.78M Sell
27,910
-50
-0.2% -$3.35K 0.94% 40
2023
Q1 		$1.94M Buy
27,960
+2,845
+11% +$201K 1.07% 38
2022
Q4 		$1.81M Buy
25,115
+300
+1% +$22.6K 1.04% 40
2022
Q3 		$1.76M Buy
24,815
+1,005
+4% +$72.9K 1.1% 38
2022
Q2 		$1.83M Sell
23,810
-1,200
-5% -$91.4K 1.1% 40
2022
Q1 		$1.83M Sell
25,010
-551
-2% -$37K 0.89% 43
2021
Q4 		$1.59M Buy
25,561
+2,571
+11% +$151K 0.73% 43
2021
Q3 		$1.36M Buy
+22,990
New +$1.51M 0.69% 42

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

Harbour Investment Management's BMY Position: Q2 2026 in Review

Harbour Investment Management reduced its Bristol-Myers Squibb (BMY) stake by 1.7% in Q2 2026, selling an estimated $23K and leaving 22,964 shares worth $1.32M. The position accounts for 0.68% of the portfolio, ranked #43.

Harbour Investment Management first reported a position in BMY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.94M in Q1 2023. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Harbour Investment Management held 22,964 shares of Bristol-Myers Squibb worth $1.32M as of Q2 2026.
  • Harbour Investment Management sold 400 Bristol-Myers Squibb shares in Q2 2026, an estimated $23K.
  • Bristol-Myers Squibb made up 0.68% of Harbour Investment Management's portfolio in Q2 2026, its #43 holding.
  • Harbour Investment Management first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 20 quarters since.
  • Harbour Investment Management's Bristol-Myers Squibb position peaked at $1.94M in Q1 2023.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.