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KG&L Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

KG&L 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
2019
Q1 		– Sell
-800
Closed -$9K – 88
2018
Q4 		$9K Buy
+800
New +$43K 0.01% 114

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

KG&L Capital Management's BMY Position: Q2 2026 in Review

KG&L Capital Management opened a new position in Bristol-Myers Squibb (BMY) in Q2 2026: 3,578 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #136 among its holdings. This is a return to the name: KG&L Capital Management previously reported a position in BMY as recently as Q4 2025.

KG&L Capital Management first reported a position in BMY in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.33M in Q3 2021. 1,603 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • KG&L Capital Management held 3,578 shares of Bristol-Myers Squibb worth $206K as of Q2 2026.
  • Bristol-Myers Squibb was a new KG&L Capital Management position in Q2 2026.
  • Bristol-Myers Squibb made up 0.12% of KG&L Capital Management's portfolio in Q2 2026, its #136 holding.
  • KG&L Capital Management first reported a position in Bristol-Myers Squibb in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Bristol-Myers Squibb position peaked at $3.33M in Q3 2021.
  • 1,603 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.