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J. Derek Lewis & Associates’s Bristol-Myers Squibb BMY Stock Holding History

J. Derek Lewis & Associates’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 		$563K Sell
9,773
-638
-6% -$36.6K 0.11% 105
2026
Q1 		$631K Buy
10,411
+2,408
+30% +$140K 0.14% 89
2025
Q4 		$432K Buy
+8,003
New +$385K 0.1% 107

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

J. Derek Lewis & Associates's BMY Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Bristol-Myers Squibb (BMY) stake by 6.1% in Q2 2026, selling an estimated $36.6K and leaving 9,773 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #105.

J. Derek Lewis & Associates first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q1 2026. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • J. Derek Lewis & Associates held 9,773 shares of Bristol-Myers Squibb worth $563K as of Q2 2026.
  • J. Derek Lewis & Associates sold 638 Bristol-Myers Squibb shares in Q2 2026, an estimated $36.6K.
  • Bristol-Myers Squibb made up 0.11% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #105 holding.
  • J. Derek Lewis & Associates first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Bristol-Myers Squibb position peaked at $631K in Q1 2026.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.