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Harel Insurance Investments & Financial Services’s Bristol-Myers Squibb BMY Stock Holding History

Harel Insurance Investments & Financial Services’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
-9,100
Closed -$552K – 537
2026
Q1 		$552K Buy
+9,100
New +$530K ﹤0.01% 200
2025
Q4 		– Sell
-6,970
Closed -$314K – 428
2025
Q3 		$314K Buy
6,970
+1,170
+20% +$54.6K ﹤0.01% 258
2025
Q2 		$268K Buy
5,800
+5,296
+1,051% +$260K ﹤0.01% 264
2025
Q1 		$31K Buy
+504
New +$29.4K ﹤0.01% 396
2023
Q2 		– Sell
-6,228
Closed -$425K – 697
2023
Q1 		$425K Sell
6,228
-1,499
-19% -$106K 0.01% 249
2022
Q4 		$556K Buy
7,727
+5,427
+236% +$409K 0.01% 200
2022
Q3 		$165K Buy
+2,300
New +$167K ﹤0.01% 314
2022
Q1 		– Sell
-591
Closed -$37K – 717
2021
Q4 		$37K Sell
591
-2,000
-77% -$117K ﹤0.01% 633
2021
Q3 		$153K Sell
2,591
-4,978
-66% -$328K ﹤0.01% 406
2021
Q2 		$1.65M Sell
7,569
-5,752
-43% -$375K 0.04% 230
2021
Q1 		$2.81M Sell
13,321
-422
-3% -$26.3K 0.05% 190
2020
Q4 		$2.67M Sell
13,743
-13,430
-49% -$826K 0.06% 149
2020
Q3 		$1.64M Buy
27,173
+21,854
+411% +$1.32M 0.06% 85
2020
Q2 		$313K Sell
5,319
-790
-13% -$47.3K 0.01% 188
2020
Q1 		$341K Buy
6,109
+890
+17% +$54.4K 0.02% 130
2019
Q4 		$335K Buy
5,219
+4,554
+685% +$261K 0.01% 162
2019
Q3 		$34K Buy
665
+230
+53% +$10.8K ﹤0.01% 336
2019
Q2 		$20K Sell
435
-5,162
-92% -$240K ﹤0.01% 382
2019
Q1 		$267K Buy
5,597
+2,597
+87% +$129K 0.02% 106
2018
Q4 		$156K Hold
3,000
– – 0.01% 198
2018
Q3 		$186K Hold
3,000
– – 0.01% 206
2018
Q2 		$166K Hold
3,000
– – 0.01% 203
2018
Q1 		$190K Buy
+3,000
New +$193K 0.01% 211
2016
Q3 		– Sell
-2,210
Closed -$163K – 492
2016
Q2 		$163K Buy
+2,210
New +$156K 0.02% 178

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BMY Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 9,100 shares — an estimated $552K sold.

Harel Insurance Investments & Financial Services first reported a position in BMY in Q2 2016 and held it in 24 quarters. The position peaked at $2.81M in Q1 2021. 1,717 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Harel Insurance Investments & Financial Services reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 9,100 Bristol-Myers Squibb shares in Q2 2026, an estimated $552K.
  • Harel Insurance Investments & Financial Services first reported a position in Bristol-Myers Squibb in Q2 2016 and held it in 24 quarters.
  • Harel Insurance Investments & Financial Services's Bristol-Myers Squibb position peaked at $2.81M in Q1 2021.
  • 1,717 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.