Howard Capital Management Group’s Bristol-Myers Squibb BMY Stock Holding History

Howard Capital Management Group’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	$199K	Hold	3,455	–	–	0.01%	137
2026 Q1	$210K	Hold	3,455	–	–	0.01%	129
2025 Q4	$186K	Sell	3,455 -5,281	-60%	-$254K	0.01%	132
2025 Q3	$394K	Buy	+8,736	New	+$408K	0.02%	100
2025 Q2	–	Sell	-3,455	Closed	-$211K	–	139
2025 Q1	$211K	Hold	3,455	–	–	0.02%	116
2024 Q4	$195K	Buy	+3,455	New	+$193K	0.01%	123
2024 Q2	–	Sell	-3,475	Closed	-$188K	–	127
2024 Q1	$188K	Sell	3,475 -239	-6%	-$12.2K	0.01%	117
2023 Q4	$191K	Buy	3,714 +40	+1%	+$2.1K	0.02%	103
2023 Q3	$213K	Hold	3,674	–	–	0.02%	96
2023 Q2	$235K	Hold	3,674	–	–	0.02%	93
2023 Q1	$255K	Sell	3,674 -250	-6%	-$17.6K	0.03%	90
2022 Q4	$282K	Hold	3,924	–	–	0.03%	83
2022 Q3	$279K	Hold	3,924	–	–	0.04%	79
2022 Q2	$302K	Hold	3,924	–	–	0.04%	79
2022 Q1	$287K	Hold	3,924	–	–	0.03%	87
2021 Q4	$245K	Sell	3,924 -70	-2%	-$4.11K	0.02%	100
2021 Q3	$236K	Sell	3,994 -45	-1%	-$2.96K	0.02%	96
2021 Q2	$270K	Hold	4,039	–	–	0.03%	94
2021 Q1	$255K	Buy	+4,039	New	+$251K	0.03%	83

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Howard Capital Management Group's BMY Position: Q2 2026 in Review

Howard Capital Management Group held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 3,455 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #137.

Howard Capital Management Group first reported a position in BMY in Q1 2021 and has held it in 19 quarters since. The position peaked at $394K in Q3 2025. 800 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Howard Capital Management Group held 3,455 shares of Bristol-Myers Squibb worth $199K as of Q2 2026.
Howard Capital Management Group left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.01% of Howard Capital Management Group's portfolio in Q2 2026, its #137 holding.
Howard Capital Management Group first reported a position in Bristol-Myers Squibb in Q1 2021 and has held it in 19 quarters since.
Howard Capital Management Group's Bristol-Myers Squibb position peaked at $394K in Q3 2025.
800 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.