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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hoese & Co's BMY Position: Q2 2026 in Review

Hoese & Co opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 1,000 shares worth $57.6K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Hoese & Co previously reported a position in BMY as recently as Q3 2024.

Hoese & Co first reported a position in BMY in Q1 2021 and has held it in 15 quarters since. The position peaked at $62K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Hoese & Co held 1,000 shares of Bristol-Myers Squibb worth $57.6K as of Q2 2026.
Bristol-Myers Squibb was a new Hoese & Co position in Q2 2026.
Bristol-Myers Squibb made up 0.04% of Hoese & Co's portfolio in Q2 2026, its #106 holding.
Hoese & Co first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 15 quarters since.
Hoese & Co's Bristol-Myers Squibb position peaked at $62K in Q4 2022.
2,517 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.