JCIC Asset Management’s Bristol-Myers Squibb BMY Stock Holding History

JCIC Asset Management’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	$53.1K	Hold	875	–	–	0.02%	80
2026 Q1	$53.1K	Buy	875 +535	+157%	+$31.2K	0.02%	80
2025 Q4	$18.3K	Hold	340	–	–	0.01%	97
2025 Q3	$15.3K	Buy	+340	New	+$15.9K	﹤0.01%	99
2025 Q1	$31.7K	Buy	520 +180	+53%	+$10.5K	0.01%	81
2024 Q4	$19.2K	Hold	340	–	–	0.01%	83
2024 Q3	$17.6K	Hold	340	–	–	0.01%	84
2024 Q2	$14.1K	Hold	340	–	–	0.01%	90
2024 Q1	$18.4K	Hold	340	–	–	0.01%	89
2023 Q4	$17.4K	Sell	340 -600	-64%	-$31.5K	0.01%	91
2023 Q3	$54.6K	Hold	940	–	–	0.03%	64
2023 Q2	$60.1K	Hold	940	–	–	0.03%	66
2023 Q1	$65.2K	Hold	940	–	–	0.03%	59
2022 Q4	$68K	Hold	940	–	–	0.03%	61
2022 Q3	$73K	Sell	940 -789	-46%	-$57.2K	0.03%	60
2022 Q2	$133K	Hold	1,729	–	–	0.07%	49
2022 Q1	$126K	Buy	1,729 +600	+53%	+$40.3K	0.04%	64
2021 Q4	$70K	Sell	1,129 -730	-39%	-$42.8K	0.02%	74
2021 Q3	$110K	Hold	1,859	–	–	0.04%	65
2021 Q2	$154K	Hold	1,859	–	–	0.04%	67
2021 Q1	$117K	Buy	1,859 +340	+22%	+$21.2K	0.04%	64
2020 Q4	$94K	Buy	1,519 +789	+108%	+$48.5K	0.04%	63
2020 Q3	$44K	Buy	730 +110	+18%	+$6.62K	0.02%	68
2020 Q2	$36K	Buy	620 +170	+38%	+$10.2K	0.02%	67
2020 Q1	$25K	Buy	+450	New	+$27.5K	0.02%	68

Other funds holding BMY

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JCIC Asset Management's BMY Position: Q2 2026 in Review

JCIC Asset Management held its Bristol-Myers Squibb (BMY) position steady in Q2 2026 at 875 shares worth $53.1K. The position accounts for 0.02% of the portfolio, ranked #80.

JCIC Asset Management first reported a position in BMY in Q1 2020 and has held it in 25 quarters since. The position peaked at $154K in Q2 2021. 566 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

JCIC Asset Management held 875 shares of Bristol-Myers Squibb worth $53.1K as of Q2 2026.
JCIC Asset Management left its Bristol-Myers Squibb share count unchanged in Q2 2026.
Bristol-Myers Squibb made up 0.02% of JCIC Asset Management's portfolio in Q2 2026, its #80 holding.
JCIC Asset Management first reported a position in Bristol-Myers Squibb in Q1 2020 and has held it in 25 quarters since.
JCIC Asset Management's Bristol-Myers Squibb position peaked at $154K in Q2 2021.
566 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.