Kavar Capital Partners Group’s Bristol-Myers Squibb BMY Stock Holding History

Kavar Capital Partners Group’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	$347K	Buy	6,028 +1,226	+26%	+$70.4K	0.04%	159
2026 Q1	$291K	Hold	4,802	–	–	0.04%	172
2025 Q4	$259K	Sell	4,802 -61	-1%	-$2.94K	0.04%	162
2025 Q3	$219K	Buy	4,863 +100	+2%	+$4.67K	0.03%	173
2025 Q2	$220K	Hold	4,763	–	–	0.03%	181
2025 Q1	$290K	Hold	4,763	–	–	0.05%	144
2024 Q4	$269K	Hold	4,763	–	–	0.05%	145
2024 Q3	$246K	Buy	+4,763	New	+$223K	0.04%	161
2024 Q2	–	Sell	-5,253	Closed	-$285K	–	164
2024 Q1	$285K	Buy	+5,253	New	+$268K	0.05%	136
2022 Q3	–	Sell	-2,746	Closed	-$211K	–	141
2022 Q2	$211K	Hold	2,746	–	–	0.05%	155
2022 Q1	$201K	Buy	+2,746	New	+$184K	0.04%	152
2020 Q1	–	Sell	-4,275	Closed	-$274K	–	119
2019 Q4	$274K	Hold	4,275	–	–	0.1%	110
2019 Q3	$217K	Hold	4,275	–	–	0.08%	127
2019 Q2	$194K	Buy	+4,275	New	+$199K	0.08%	125
2018 Q4	–	Sell	-4,025	Closed	-$250K	–	107
2018 Q3	$250K	Hold	4,025	–	–	0.12%	93
2018 Q2	$223K	Sell	4,025 -600	-13%	-$32.4K	0.11%	98
2018 Q1	$293K	Sell	4,625 -400	-8%	-$25.7K	0.15%	89
2017 Q4	$308K	Hold	5,025	–	–	0.16%	85
2017 Q3	$320K	Buy	5,025 +200	+4%	+$11.7K	0.18%	90
2017 Q2	$269K	Hold	4,825	–	–	0.15%	97
2017 Q1	$262K	Hold	4,825	–	–	0.15%	100
2016 Q4	$282K	Hold	4,825	–	–	0.18%	85
2016 Q3	$260K	Hold	4,825	–	–	0.17%	91
2016 Q2	$355K	Hold	4,825	–	–	0.23%	86
2016 Q1	$308K	Hold	4,825	–	–	0.2%	86
2015 Q4	$331K	Hold	4,825	–	–	0.21%	89
2015 Q3	$285K	Hold	4,825	–	–	0.2%	90
2015 Q2	$321K	Hold	4,825	–	–	0.22%	100
2015 Q1	$311K	Sell	4,825 -48	-1%	-$3K	0.26%	87
2014 Q4	$288K	Sell	4,873 -26	-0.5%	-$1.47K	0.23%	109
2014 Q3	$251K	Sell	4,899 -6	-0.1%	-$300	0.21%	115
2014 Q2	$238K	Sell	4,905 -54	-1%	-$2.66K	0.2%	119
2014 Q1	$257K	Buy	4,959 +34	+0.7%	+$1.81K	0.21%	112
2013 Q4	$261K	Buy	+4,925	New	+$251K	0.23%	102

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

Kavar Capital Partners Group's BMY Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Bristol-Myers Squibb (BMY) stake by 26% in Q2 2026, buying an estimated $70.4K and bringing the position to 6,028 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #159.

Kavar Capital Partners Group first reported a position in BMY in Q4 2013 and has held it in 34 quarters since. The position peaked at $355K in Q2 2016. 874 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Kavar Capital Partners Group held 6,028 shares of Bristol-Myers Squibb worth $347K as of Q2 2026.
Kavar Capital Partners Group bought 1,226 Bristol-Myers Squibb shares in Q2 2026, an estimated $70.4K.
Bristol-Myers Squibb made up 0.04% of Kavar Capital Partners Group's portfolio in Q2 2026, its #159 holding.
Kavar Capital Partners Group first reported a position in Bristol-Myers Squibb in Q4 2013 and has held it in 34 quarters since.
Kavar Capital Partners Group's Bristol-Myers Squibb position peaked at $355K in Q2 2016.
874 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.