J.M. Forbes & Co’s Bristol-Myers Squibb BMY Stock Holding History

J.M. Forbes & Co’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	$550K	Buy	9,548 +76	+0.8%	+$4.36K	0.04%	107
2026 Q1	$574K	Hold	9,472	–	–	0.05%	99
2025 Q4	$511K	Sell	9,472 -19	-0.2%	-$914	0.04%	102
2025 Q3	$428K	Buy	9,491 +7	+0.1%	+$327	0.04%	108
2025 Q2	$439K	Hold	9,484	–	–	0.04%	108
2025 Q1	$578K	Sell	9,484 -1,326	-12%	-$77.3K	0.06%	93
2024 Q4	$611K	Buy	10,810 +2,783	+35%	+$155K	0.06%	93
2024 Q3	$415K	Sell	8,027 -1,228	-13%	-$57.6K	0.04%	105
2024 Q2	$384K	Sell	9,255 -131,014	-93%	-$5.86M	0.04%	107
2024 Q1	$7.61M	Sell	140,269 -5,590	-4%	-$285K	0.82%	44
2023 Q4	$7.48M	Buy	145,859 +956	+0.7%	+$50.2K	0.87%	44
2023 Q3	$8.41M	Buy	144,903 +781	+0.5%	+$47.9K	1.09%	35
2023 Q2	$9.22M	Sell	144,122 -1,510	-1%	-$101K	1.15%	31
2023 Q1	$10.1M	Buy	145,632 +3,864	+3%	+$273K	1.38%	32
2022 Q4	$10.2M	Buy	141,768 +354	+0.3%	+$26.7K	1.47%	32
2022 Q3	$10.1M	Buy	141,414 +2,213	+2%	+$161K	1.57%	25
2022 Q2	$10.7M	Sell	139,201 -162	-0.1%	-$12.3K	1.58%	27
2022 Q1	$10.2M	Buy	139,363 +822	+0.6%	+$55.2K	1.29%	32
2021 Q4	$8.64M	Sell	138,541 -424	-0.3%	-$24.9K	0.99%	41
2021 Q3	$8.22M	Buy	138,965 +2,002	+1%	+$132K	1.04%	40
2021 Q2	$9.15M	Buy	136,963 +138	+0.1%	+$9K	1.15%	39
2021 Q1	$8.64M	Buy	136,825 +2,888	+2%	+$180K	1.2%	36
2020 Q4	$8.31M	Buy	133,937 +195	+0.1%	+$12K	1.22%	34
2020 Q3	$8.06M	Buy	133,742 +1,686	+1%	+$101K	1.29%	30
2020 Q2	$7.76M	Buy	132,056 +2,735	+2%	+$164K	1.39%	31
2020 Q1	$7.21M	Sell	129,321 -4,454	-3%	-$272K	1.61%	28
2019 Q4	$8.59M	Buy	133,775 +122,050	+1,041%	+$6.99M	1.41%	37
2019 Q3	$595K	Buy	11,725 +200	+2%	+$9.4K	0.11%	67
2019 Q2	$523K	Hold	11,525	–	–	0.1%	67
2019 Q1	$550K	Hold	11,525	–	–	0.12%	64
2018 Q4	$599K	Hold	11,525	–	–	0.14%	60
2018 Q3	$715K	Sell	11,525 -1,972	-15%	-$117K	0.15%	61
2018 Q2	$747K	Sell	13,497 -36	-0.3%	-$1.94K	0.17%	60
2018 Q1	$856K	Sell	13,533 -70	-0.5%	-$4.5K	0.2%	57
2017 Q4	$834K	Sell	13,603 -485	-3%	-$30.3K	0.19%	60
2017 Q3	$897K	Sell	14,088 -185	-1%	-$10.8K	0.22%	53
2017 Q2	$795K	Sell	14,273 -365	-2%	-$19.9K	0.2%	54
2017 Q1	$796K	Sell	14,638 -180	-1%	-$9.87K	0.21%	55
2016 Q4	$865K	Sell	14,818 -790	-5%	-$43.2K	0.24%	52
2016 Q3	$842K	Sell	15,608 -180	-1%	-$11.6K	0.23%	52
2016 Q2	$1.16M	Sell	15,788 -939	-6%	-$66.3K	0.32%	46
2016 Q1	$1.07M	Hold	16,727	–	–	0.3%	44
2015 Q4	$1.15M	Hold	16,727	–	–	0.31%	47
2015 Q3	$990K	Hold	16,727	–	–	0.28%	47
2015 Q2	$1.11M	Sell	16,727 -249	-1%	-$16.4K	0.3%	47
2015 Q1	$1.09M	Sell	16,976 -164	-1%	-$10.3K	0.29%	49
2014 Q4	$1.02M	Sell	17,140 -141	-0.8%	-$7.95K	0.27%	47
2014 Q3	$884K	Buy	17,281 +2,475	+17%	+$124K	0.22%	51
2014 Q2	$718K	Sell	14,806 -400	-3%	-$19.7K	0.18%	54
2014 Q1	$789K	Hold	15,206	–	–	0.21%	53
2013 Q4	$808K	Sell	15,206 -553	-4%	-$28.2K	0.2%	57
2013 Q3	$729K	Buy	15,759 +236	+2%	+$10.4K	0.21%	59
2013 Q2	$694K	Buy	+15,523	New	+$674K	0.21%	55

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

J.M. Forbes & Co's BMY Position: Q2 2026 in Review

J.M. Forbes & Co increased its Bristol-Myers Squibb (BMY) stake by 0.8% in Q2 2026, buying an estimated $4.36K and bringing the position to 9,548 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #107.

J.M. Forbes & Co first reported a position in BMY in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q2 2022. 895 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

J.M. Forbes & Co held 9,548 shares of Bristol-Myers Squibb worth $550K as of Q2 2026.
J.M. Forbes & Co bought 76 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.36K.
Bristol-Myers Squibb made up 0.04% of J.M. Forbes & Co's portfolio in Q2 2026, its #107 holding.
J.M. Forbes & Co first reported a position in Bristol-Myers Squibb in Q2 2013 and has held it in 53 quarters since.
J.M. Forbes & Co's Bristol-Myers Squibb position peaked at $10.7M in Q2 2022.
895 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.