Harper Investing’s Bristol-Myers Squibb BMY Stock Holding History

Harper Investing’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	$781K	Sell	13,556 -157	-1%	-$9.02K	0.26%	60
2026 Q1	$832K	Sell	13,713 -98	-0.7%	-$5.71K	0.36%	52
2025 Q4	$745K	Buy	13,811 +180	+1%	+$8.66K	0.32%	46
2025 Q3	$615K	Sell	13,631 -970	-7%	-$45.3K	0.29%	46
2025 Q2	$676K	Buy	+14,601	New	+$717K	0.38%	43

Other funds holding BMY

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 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Harper Investing's BMY Position: Q2 2026 in Review

Harper Investing reduced its Bristol-Myers Squibb (BMY) stake by 1.1% in Q2 2026, selling an estimated $9.02K and leaving 13,556 shares worth $781K. The position accounts for 0.26% of the portfolio, ranked #60.

Harper Investing first reported a position in BMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $832K in Q1 2026. 922 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Harper Investing held 13,556 shares of Bristol-Myers Squibb worth $781K as of Q2 2026.
Harper Investing sold 157 Bristol-Myers Squibb shares in Q2 2026, an estimated $9.02K.
Bristol-Myers Squibb made up 0.26% of Harper Investing's portfolio in Q2 2026, its #60 holding.
Harper Investing first reported a position in Bristol-Myers Squibb in Q2 2025 and has held it in 5 quarters since.
Harper Investing's Bristol-Myers Squibb position peaked at $832K in Q1 2026.
922 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.