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HUB Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History

HUB Investment Partners’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 		$28.8K Hold
500
– – ﹤0.01% 1352
2026
Q1 		$30.3K Sell
500
-500
-50% -$29.1K ﹤0.01% 1118
2025
Q4 		$53.9K Buy
+1,000
New +$48.1K ﹤0.01% 931
2025
Q3 		– Sell
-2,200
Closed -$102K – 861
2025
Q2 		$102K Hold
2,200
– – ﹤0.01% 678
2025
Q1 		$134K Hold
2,200
– – 0.01% 573
2024
Q4 		$47.5K Buy
2,200
+1,000
+83% +$55.9K ﹤0.01% 563
2024
Q3 		$23.3K Buy
1,200
+200
+20% +$9.38K ﹤0.01% 537
2024
Q2 		$41.5K Buy
+1,000
New +$44.7K ﹤0.01% 484

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HUB Investment Partners's BMY Position: Q2 2026 in Review

HUB Investment Partners increased its Bristol-Myers Squibb (BMY) stake by 44% in Q2 2026, buying an estimated $692K and bringing the position to 39,485 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #280.

HUB Investment Partners first reported a position in BMY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.73M in Q2 2022. 1,547 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • HUB Investment Partners held 39,485 shares of Bristol-Myers Squibb worth $2.28M as of Q2 2026.
  • HUB Investment Partners bought 12,052 Bristol-Myers Squibb shares in Q2 2026, an estimated $692K.
  • Bristol-Myers Squibb made up 0.04% of HUB Investment Partners's portfolio in Q2 2026, its #280 holding.
  • HUB Investment Partners first reported a position in Bristol-Myers Squibb in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's Bristol-Myers Squibb position peaked at $2.73M in Q2 2022.
  • 1,547 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.