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Investment House LLC’s Bristol-Myers Squibb BMY Stock Holding History

Investment House 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 		$788K Sell
12,997
-1,000
-7% -$57.4K 0.04% 156
2026
Q1 		$849K Buy
13,997
+125
+0.9% +$7.29K 0.04% 149
2025
Q4 		$748K Buy
13,872
+150
+1% +$7.22K 0.04% 154
2025
Q3 		$619K Sell
13,722
-18,277
-57% -$854K 0.03% 166
2025
Q2 		$1.48M Sell
31,999
-19,186
-37% -$942K 0.07% 127
2025
Q1 		$3.12M Sell
51,185
-724
-1% -$42.2K 0.18% 94
2024
Q4 		$2.94M Buy
51,909
+1,849
+4% +$103K 0.16% 95
2024
Q3 		$2.59M Buy
50,060
+4,665
+10% +$219K 0.14% 104
2024
Q2 		$1.89M Buy
45,395
+12,825
+39% +$574K 0.11% 107
2024
Q1 		$1.77M Buy
32,570
+12,575
+63% +$641K 0.1% 106
2023
Q4 		$1.03M Sell
19,995
-4,868
-20% -$256K 0.07% 120
2023
Q3 		$1.44M Sell
24,863
-10,027
-29% -$614K 0.11% 103
2023
Q2 		$2.23M Sell
34,890
-25,000
-42% -$1.68M 0.17% 89
2023
Q1 		$4.15M Sell
59,890
-585
-1% -$41.3K 0.34% 70
2022
Q4 		$4.35M Sell
60,475
-4,290
-7% -$323K 0.41% 64
2022
Q3 		$4.6M Buy
64,765
+2,563
+4% +$186K 0.43% 60
2022
Q2 		$4.79M Buy
62,202
+15,275
+33% +$1.16M 0.42% 61
2022
Q1 		$3.43M Sell
46,927
-8,839
-16% -$593K 0.25% 72
2021
Q4 		$3.48M Sell
55,766
-9,680
-15% -$568K 0.22% 75
2021
Q3 		$3.87M Buy
65,446
+713
+1% +$47K 0.28% 67
2021
Q2 		$4.33M Buy
64,733
+5,195
+9% +$339K 0.3% 66
2021
Q1 		$3.76M Buy
59,538
+3,631
+6% +$226K 0.29% 69
2020
Q4 		$3.47M Buy
55,907
+8,540
+18% +$525K 0.24% 76
2020
Q3 		$2.86M Buy
47,367
+1,760
+4% +$106K 0.22% 75
2020
Q2 		$2.68M Buy
45,607
+2,472
+6% +$148K 0.24% 78
2020
Q1 		$2.4M Buy
43,135
+5,727
+15% +$350K 0.27% 75
2019
Q4 		$2.4M Buy
37,408
+16,614
+80% +$951K 0.22% 83
2019
Q3 		$1.05M Sell
20,794
-2,050
-9% -$96.3K 0.11% 108
2019
Q2 		$1.04M Sell
22,844
-7,360
-24% -$343K 0.11% 102
2019
Q1 		$1.44M Sell
30,204
-6,025
-17% -$300K 0.16% 99
2018
Q4 		$1.88M Sell
36,229
-3,275
-8% -$176K 0.23% 84
2018
Q3 		$2.45M Sell
39,504
-200
-0.5% -$11.9K 0.26% 83
2018
Q2 		$2.2M Buy
39,704
+100
+0.3% +$5.4K 0.25% 85
2018
Q1 		$2.5M Sell
39,604
-500
-1% -$32.2K 0.31% 80
2017
Q4 		$2.46M Sell
40,104
-925
-2% -$57.9K 0.3% 81
2017
Q3 		$2.62M Buy
41,029
+600
+1% +$35K 0.34% 77
2017
Q2 		$2.25M Buy
40,429
+455
+1% +$24.8K 0.3% 80
2017
Q1 		$2.17M Sell
39,974
-1,135
-3% -$62.3K 0.31% 83
2016
Q4 		$2.4M Sell
41,109
-3,395
-8% -$186K 0.37% 79
2016
Q3 		$2.4M Sell
44,504
-21,940
-33% -$1.41M 0.36% 80
2016
Q2 		$4.89M Buy
66,444
+5,450
+9% +$385K 0.78% 48
2016
Q1 		$3.9M Buy
60,994
+2,025
+3% +$128K 0.62% 57
2015
Q4 		$4.06M Buy
58,969
+3,130
+6% +$207K 0.66% 52
2015
Q3 		$3.31M Buy
55,839
+1,450
+3% +$92K 0.58% 62
2015
Q2 		$3.62M Buy
54,389
+22,475
+70% +$1.48M 0.58% 65
2015
Q1 		$2.06M Hold
31,914
– – 0.33% 86
2014
Q4 		$1.88M Sell
31,914
-436
-1% -$24.6K 0.3% 84
2014
Q3 		$1.66M Hold
32,350
– – 0.28% 89
2014
Q2 		$1.57M Buy
32,350
+500
+2% +$24.6K 0.27% 89
2014
Q1 		$1.65M Buy
31,850
+1,475
+5% +$78.5K 0.29% 86
2013
Q4 		$1.61M Buy
30,375
+1,700
+6% +$86.6K 0.29% 81
2013
Q3 		$1.33M Buy
28,675
+200
+0.7% +$8.78K 0.27% 81
2013
Q2 		$1.27M Buy
+28,475
New +$1.24M 0.28% 81

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Investment House LLC's BMY Position: Q2 2026 in Review

Investment House LLC reduced its Bristol-Myers Squibb (BMY) stake by 7.1% in Q2 2026, selling an estimated $57.4K and leaving 12,997 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #156.

Investment House LLC first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.89M in Q2 2016. 936 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Investment House LLC held 12,997 shares of Bristol-Myers Squibb worth $788K as of Q2 2026.
  • Investment House LLC sold 1,000 Bristol-Myers Squibb shares in Q2 2026, an estimated $57.4K.
  • Bristol-Myers Squibb made up 0.04% of Investment House LLC's portfolio in Q2 2026, its #156 holding.
  • Investment House LLC first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Bristol-Myers Squibb position peaked at $4.89M in Q2 2016.
  • 936 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.