InvesTrust’s Bristol-Myers Squibb BMY Stock Holding History

InvesTrust’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	$2.28M	Sell	39,518 -650	-2%	-$37.3K	0.88%	43
2026 Q1	$2.44M	Buy	40,168 +903	+2%	+$52.6K	1.02%	37
2025 Q4	$2.12M	Sell	39,265 -2,054	-5%	-$98.8K	0.82%	42
2025 Q3	$1.86M	Buy	41,319 +335	+0.8%	+$15.6K	0.68%	52
2025 Q2	$1.9M	Sell	40,984 -74,178	-64%	-$3.64M	0.73%	49
2025 Q1	$7.02M	Buy	115,162 +513	+0.4%	+$29.9K	1.92%	20
2024 Q4	$6.47M	Buy	+114,649	New	+$6.41M	1.8%	24

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

InvesTrust's BMY Position: Q2 2026 in Review

InvesTrust reduced its Bristol-Myers Squibb (BMY) stake by 1.6% in Q2 2026, selling an estimated $37.3K and leaving 39,518 shares worth $2.28M. The position accounts for 0.88% of the portfolio, ranked #43.

InvesTrust first reported a position in BMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.02M in Q1 2025. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

InvesTrust held 39,518 shares of Bristol-Myers Squibb worth $2.28M as of Q2 2026.
InvesTrust sold 650 Bristol-Myers Squibb shares in Q2 2026, an estimated $37.3K.
Bristol-Myers Squibb made up 0.88% of InvesTrust's portfolio in Q2 2026, its #43 holding.
InvesTrust first reported a position in Bristol-Myers Squibb in Q4 2024 and has held it in 7 quarters since.
InvesTrust's Bristol-Myers Squibb position peaked at $7.02M in Q1 2025.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.