Hoese & Co’s Bristol-Myers Squibb BMY Stock Holding History

Hoese & Co’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 Q3	$62.4K	Hold	1,000	–	–	0.04%	103
2026 Q2	$57.6K	Buy	+1,000	New	+$57.4K	0.04%	106
2024 Q4	–	Sell	-50	Closed	-$2.59K	–	170
2024 Q3	$2.59K	Buy	+50	New	+$2.35K	﹤0.01%	163
2024 Q2	–	Sell	-558	Closed	-$28.3K	–	147
2024 Q1	$28.3K	Hold	558	–	–	0.03%	80
2023 Q4	$27.6K	Hold	558	–	–	0.03%	81
2023 Q3	$32.4K	Sell	558 -213	-28%	-$13.1K	0.03%	80
2023 Q2	$49.3K	Hold	771	–	–	0.05%	73
2023 Q1	$53.2K	Hold	771	–	–	0.06%	70
2022 Q4	$62K	Hold	771	–	–	0.07%	68
2022 Q3	$55K	Hold	771	–	–	0.07%	69
2022 Q2	$59K	Hold	771	–	–	0.07%	72
2022 Q1	$56K	Hold	771	–	–	0.06%	78
2021 Q4	$48K	Hold	771	–	–	0.05%	90
2021 Q3	$46K	Hold	771	–	–	0.05%	91
2021 Q2	$52K	Buy	771 +500	+185%	+$32.6K	0.06%	84
2021 Q1	$17K	Buy	+271	New	+$16.9K	0.02%	91

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Hoese & Co's BMY Position: Q3 2026 in Review

Hoese & Co held its Bristol-Myers Squibb (BMY) position steady in Q3 2026 at 1,000 shares worth $62.4K. The position accounts for 0.04% of the portfolio, ranked #103.

Hoese & Co first reported a position in BMY in Q1 2021 and has held it in 16 quarters since. 762 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

Hoese & Co held 1,000 shares of Bristol-Myers Squibb worth $62.4K as of Q3 2026.
Hoese & Co left its Bristol-Myers Squibb share count unchanged in Q3 2026.
Bristol-Myers Squibb made up 0.04% of Hoese & Co's portfolio in Q3 2026, its #103 holding.
Hoese & Co first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 16 quarters since.
762 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.