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Joseph Group Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Joseph Group Capital 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 		$21.7K Buy
376
+24
+7% +$1.38K ﹤0.01% 224
2026
Q1 		$21.3K Buy
352
+146
+71% +$8.51K 0.01% 182
2025
Q4 		$11.1K Buy
+206
New +$9.91K ﹤0.01% 173

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

Joseph Group Capital Management's BMY Position: Q2 2026 in Review

Joseph Group Capital Management increased its Bristol-Myers Squibb (BMY) stake by 6.8% in Q2 2026, buying an estimated $1.38K and bringing the position to 376 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Joseph Group Capital Management first reported a position in BMY in Q4 2025 and has held it in 3 quarters since. 1,602 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Joseph Group Capital Management held 376 shares of Bristol-Myers Squibb worth $21.7K as of Q2 2026.
  • Joseph Group Capital Management bought 24 Bristol-Myers Squibb shares in Q2 2026, an estimated $1.38K.
  • Bristol-Myers Squibb made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #224 holding.
  • Joseph Group Capital Management first reported a position in Bristol-Myers Squibb in Q4 2025 and has held it in 3 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.