Harold Davidson & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Harold Davidson & 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	$481K	Sell	8,350 -1,751	-17%	-$101K	0.21%	44
2026 Q1	$613K	Sell	10,101 -100	-1%	-$5.83K	0.3%	47
2025 Q4	$550K	Sell	10,201 -160	-2%	-$7.7K	0.24%	48
2025 Q3	$467K	Buy	10,361 +2,510	+32%	+$117K	0.21%	51
2025 Q2	$363K	Sell	7,851 -3,635	-32%	-$178K	0.24%	50
2025 Q1	$701K	Sell	11,486 -125	-1%	-$7.29K	0.38%	42
2024 Q4	$657K	Buy	+11,611	New	+$649K	0.31%	47

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

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 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

Harold Davidson & Associates's BMY Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Bristol-Myers Squibb (BMY) stake by 17% in Q2 2026, selling an estimated $101K and leaving 8,350 shares worth $481K. The position accounts for 0.21% of the portfolio, ranked #44.

Harold Davidson & Associates first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $701K in Q1 2025. 1,158 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Harold Davidson & Associates held 8,350 shares of Bristol-Myers Squibb worth $481K as of Q2 2026.
Harold Davidson & Associates sold 1,751 Bristol-Myers Squibb shares in Q2 2026, an estimated $101K.
Bristol-Myers Squibb made up 0.21% of Harold Davidson & Associates's portfolio in Q2 2026, its #44 holding.
Harold Davidson & Associates first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
Harold Davidson & Associates's Bristol-Myers Squibb position peaked at $701K in Q1 2025.
1,158 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.