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Hudson Valley Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Hudson Valley Investment Advisors’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 		$209K Sell
3,620
-269
-7% -$15.4K 0.03% 141
2026
Q1 		$236K Sell
3,889
-200
-5% -$11.7K 0.03% 139
2025
Q4 		$221K Sell
4,089
-2,800
-41% -$135K 0.02% 147
2025
Q3 		$311K Buy
6,889
+900
+15% +$42K 0.03% 143
2025
Q2 		$277K Sell
5,989
-4,220
-41% -$207K 0.03% 146
2025
Q1 		$623K Sell
10,209
-319
-3% -$18.6K 0.07% 111
2024
Q4 		$596K Sell
10,528
-1,982
-16% -$111K 0.07% 113
2024
Q3 		$647K Sell
12,510
-2,916
-19% -$137K 0.07% 112
2024
Q2 		$799K Buy
15,426
+1,391
+10% +$62.2K 0.1% 107
2024
Q1 		$761K Sell
14,035
-1,091
-7% -$55.6K 0.09% 109
2023
Q4 		$783K Sell
15,126
-2,225
-13% -$117K 0.11% 108
2023
Q3 		$1.01M Sell
17,351
-1,316
-7% -$80.6K 0.14% 100
2023
Q2 		$1.19M Sell
18,667
-1,024
-5% -$68.7K 0.16% 103
2023
Q1 		$1.36M Sell
19,691
-315
-2% -$22.2K 0.19% 100
2022
Q4 		$1.44M Sell
20,006
-580
-3% -$43.7K 0.22% 96
2022
Q3 		$1.46M Sell
20,586
-837
-4% -$60.7K 0.23% 94
2022
Q2 		$1.65M Sell
21,423
-830
-4% -$63.2K 0.26% 91
2022
Q1 		$1.63M Sell
22,253
-615
-3% -$41.3K 0.22% 92
2021
Q4 		$1.43M Sell
22,868
-100
-0.4% -$5.87K 0.22% 79
2021
Q3 		$1.36M Sell
22,968
-785
-3% -$51.7K 0.23% 79
2021
Q2 		$1.59M Sell
23,753
-1,150
-5% -$75K 0.28% 78
2021
Q1 		$1.57M Sell
24,903
-1,100
-4% -$68.4K 0.28% 77
2020
Q4 		$1.61M Sell
26,003
-300
-1% -$18.4K 0.31% 74
2020
Q3 		$1.59M Sell
26,303
-890
-3% -$53.6K 0.34% 69
2020
Q2 		$1.6M Sell
27,193
-376
-1% -$22.5K 0.37% 68
2020
Q1 		$1.54M Sell
27,569
-436
-2% -$26.6K 0.43% 61
2019
Q4 		$1.8M Buy
28,005
+6,320
+29% +$362K 0.38% 65
2019
Q3 		$1.1M Buy
21,685
+5
+0% +$235 0.25% 81
2019
Q2 		$983K Sell
21,680
-395
-2% -$18.4K 0.23% 89
2019
Q1 		$1.05M Sell
22,075
-5,581
-20% -$278K 0.26% 83
2018
Q4 		$1.44M Buy
27,656
+1,599
+6% +$85.9K 0.33% 75
2018
Q3 		$1.62M Sell
26,057
-371
-1% -$22K 0.38% 73
2018
Q2 		$1.46M Sell
26,428
-196
-0.7% -$10.6K 0.36% 75
2018
Q1 		$1.68M Sell
26,624
-1,822
-6% -$117K 0.42% 67
2017
Q4 		$1.74M Sell
28,446
-372
-1% -$23.3K 0.43% 66
2017
Q3 		$1.84M Buy
28,818
+1,601
+6% +$93.5K 0.48% 61
2017
Q2 		$1.52M Sell
27,217
-3,918
-13% -$213K 0.42% 68
2017
Q1 		$1.69M Sell
31,135
-11,991
-28% -$658K 0.47% 64
2016
Q4 		$2.52M Sell
43,126
-4,251
-9% -$232K 0.74% 45
2016
Q3 		$2.56M Sell
47,377
-2,237
-5% -$144K 0.79% 40
2016
Q2 		$3.65M Sell
49,614
-3,185
-6% -$225K 1.17% 27
2016
Q1 		$3.37M Sell
52,799
-912
-2% -$57.5K 1.1% 30
2015
Q4 		$3.69M Sell
53,711
-1,072
-2% -$70.8K 1.15% 28
2015
Q3 		$3.24M Sell
54,783
-1,863
-3% -$118K 1.05% 31
2015
Q2 		$3.77M Sell
56,646
-572
-1% -$37.7K 1.18% 28
2015
Q1 		$3.69M Buy
57,218
+138
+0.2% +$8.64K 1.25% 29
2014
Q4 		$3.37M Buy
57,080
+2,129
+4% +$120K 1.38% 31
2014
Q3 		$2.81M Buy
54,951
+590
+1% +$29.5K 1.19% 34
2014
Q2 		$2.64M Buy
54,361
+42
+0.1% +$2.07K 1.15% 34
2014
Q1 		$2.82M Sell
54,319
-91
-0.2% -$4.84K 1.21% 34
2013
Q4 		$2.89M Sell
54,410
-157
-0.3% -$8K 1.27% 31
2013
Q3 		$2.52M Sell
54,567
-928
-2% -$40.7K 1.23% 33
2013
Q2 		$2.48M Buy
+55,495
New +$2.41M 1.19% 32

Other funds holding BMY

Robeco Institutional Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Hudson Valley Investment Advisors's BMY Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Bristol-Myers Squibb (BMY) stake by 6.9% in Q2 2026, selling an estimated $15.4K and leaving 3,620 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #141.

Hudson Valley Investment Advisors first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.77M in Q2 2015. 843 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Hudson Valley Investment Advisors held 3,620 shares of Bristol-Myers Squibb worth $209K as of Q2 2026.
  • Hudson Valley Investment Advisors sold 269 Bristol-Myers Squibb shares in Q2 2026, an estimated $15.4K.
  • Bristol-Myers Squibb made up 0.03% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Hudson Valley Investment Advisors first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's Bristol-Myers Squibb position peaked at $3.77M in Q2 2015.
  • 843 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.