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Insight Inv LLC’s Bristol-Myers Squibb BMY Stock Holding History

Insight Inv LLC’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 		$848K Sell
14,711
-565
-4% -$32.4K 0.4% 57
2026
Q1 		$926K Sell
15,276
-550
-3% -$32.1K 0.51% 58
2025
Q4 		$854K Sell
15,826
-8,770
-36% -$422K 0.48% 59
2025
Q3 		$1.11M Sell
24,596
-6,431
-21% -$300K 0.65% 53
2025
Q2 		$1.44M Sell
31,027
-770
-2% -$37.8K 0.96% 44
2025
Q1 		$1.94M Buy
31,797
+938
+3% +$54.7K 1.33% 32
2024
Q4 		$1.75M Buy
30,859
+8,663
+39% +$484K 1.22% 39
2024
Q3 		$1.15M Sell
22,196
-475
-2% -$22.3K 0.96% 48
2024
Q2 		$942K Sell
22,671
-2,100
-8% -$94K 0.81% 49
2024
Q1 		$1.34M Buy
24,771
+2,530
+11% +$129K 1.17% 44
2023
Q4 		$1.14M Sell
22,241
-555
-2% -$29.1K 1.12% 44
2023
Q3 		$1.29M Sell
22,796
-535
-2% -$32.8K 1.43% 33
2023
Q2 		$1.49M Buy
23,331
+275
+1% +$18.4K 1.54% 32
2023
Q1 		$1.6M Sell
23,056
-4,130
-15% -$291K 1.72% 22
2022
Q4 		$1.96M Sell
27,186
-195
-0.7% -$14.7K 1.97% 13
2022
Q3 		$1.95M Sell
27,381
-760
-3% -$55.1K 2.16% 8
2022
Q2 		$2.17M Sell
28,141
-525
-2% -$40K 2.19% 5
2022
Q1 		$2.09M Buy
28,666
+2,950
+11% +$198K 1.9% 12
2021
Q4 		$1.6M Buy
+25,716
New +$1.51M 1.47% 25

Other funds holding BMY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Insight Inv LLC's BMY Position: Q2 2026 in Review

Insight Inv LLC reduced its Bristol-Myers Squibb (BMY) stake by 3.7% in Q2 2026, selling an estimated $32.4K and leaving 14,711 shares worth $848K. The position accounts for 0.4% of the portfolio, ranked #57.

Insight Inv LLC first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q2 2022. 796 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Insight Inv LLC held 14,711 shares of Bristol-Myers Squibb worth $848K as of Q2 2026.
  • Insight Inv LLC sold 565 Bristol-Myers Squibb shares in Q2 2026, an estimated $32.4K.
  • Bristol-Myers Squibb made up 0.4% of Insight Inv LLC's portfolio in Q2 2026, its #57 holding.
  • Insight Inv LLC first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's Bristol-Myers Squibb position peaked at $2.17M in Q2 2022.
  • 796 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.