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

Koshinski 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	$1.25M	Sell	21,669 -619	-3%	-$35.5K	0.07%	250
2026 Q1	$1.35M	Sell	22,288 -1,021	-4%	-$59.5K	0.08%	218
2025 Q4	$1.26M	Sell	23,309 -4,503	-16%	-$217K	0.08%	229
2025 Q3	$1.25M	Buy	27,812 +117	+0.4%	+$5.46K	0.08%	229
2025 Q2	$1.28M	Buy	27,695 +1,739	+7%	+$85.4K	0.1%	208
2025 Q1	$1.58M	Sell	25,956 -306	-1%	-$17.8K	0.13%	161
2024 Q4	$1.49B	Sell	26,262 -306	-1%	-$17.1K	0.13%	158
2024 Q3	$1.37M	Buy	26,568 +904	+4%	+$42.4K	0.12%	175
2024 Q2	$1.05M	Sell	25,664 -7,729	-23%	-$346K	0.1%	209
2024 Q1	$1.81M	Sell	33,393 -7,655	-19%	-$390K	0.19%	120
2023 Q4	$2.11M	Buy	41,048 +4,764	+13%	+$250K	0.32%	83
2023 Q3	$2.11M	Sell	36,284 -717	-2%	-$43.9K	0.24%	96
2023 Q2	$2.37M	Sell	37,001 -12,707	-26%	-$852K	0.25%	90
2023 Q1	$3.45M	Buy	49,708 +5,471	+12%	+$386K	0.34%	70
2022 Q4	$3.18M	Buy	44,237 +2,930	+7%	+$221K	0.31%	76
2022 Q3	$2.94M	Buy	41,307 +870	+2%	+$63.1K	0.35%	75
2022 Q2	$3.11M	Buy	40,437 +1,573	+4%	+$120K	0.31%	80
2022 Q1	$2.84M	Buy	38,864 +73	+0.2%	+$4.9K	0.23%	97
2021 Q4	$2.42M	Buy	38,791 +4,194	+12%	+$246K	0.2%	113
2021 Q3	$2.05M	Buy	34,597 +15,909	+85%	+$1.05M	0.18%	123
2021 Q2	$1.25M	Sell	18,688 -7,147	-28%	-$466K	0.16%	155
2021 Q1	$1.63M	Sell	25,835 -21,037	-45%	-$1.31M	0.17%	143
2020 Q4	$2.91M	Buy	46,872 +30,044	+179%	+$1.85M	0.37%	68
2020 Q3	$1.04K	Buy	16,828 +7,483	+80%	+$450K	0.14%	171
2020 Q2	$549K	Buy	9,345 +2,892	+45%	+$173K	0.09%	254
2020 Q1	$360K	Buy	6,453 +567	+10%	+$34.7K	0.08%	306
2019 Q4	$375K	Buy	+5,886	New	+$337K	0.06%	367
2019 Q1	–	Sell	-10,863	Closed	-$565K	–	401
2018 Q4	$565K	Sell	10,863 -5,501	-34%	-$296K	0.14%	198
2018 Q3	$1.02M	Buy	16,364 +8,175	+100%	+$485K	0.14%	209
2018 Q2	$453K	Sell	8,189 -2,918	-26%	-$158K	0.14%	225
2018 Q1	$702K	Sell	11,107 -1,789	-14%	-$115K	0.22%	156
2017 Q4	$790K	Buy	12,896 +3,612	+39%	+$226K	0.2%	178
2017 Q3	$592K	Buy	9,284 +415	+5%	+$24.2K	0.19%	173
2017 Q2	$494K	Buy	8,869 +2,820	+47%	+$153K	0.18%	193
2017 Q1	$329K	Buy	6,049 +840	+16%	+$46.1K	0.13%	227
2016 Q4	$304K	Sell	5,209 -3,148	-38%	-$172K	0.15%	215
2016 Q3	$451K	Sell	8,357 -1,922	-19%	-$123K	0.22%	146
2016 Q2	$756K	Buy	10,279 +72	+0.7%	+$5.09K	0.41%	86
2016 Q1	$652K	Sell	10,207 -322	-3%	-$20.3K	0.42%	87
2015 Q4	$724K	Sell	10,529 -246	-2%	-$16.3K	0.51%	58
2015 Q3	$717K	Sell	10,775 -264	-2%	-$16.7K	0.46%	57
2015 Q2	$735K	Sell	11,039 -48	-0.4%	-$3.16K	0.46%	60
2015 Q1	$705K	Sell	11,087 -6,678	-38%	-$418K	0.46%	60
2014 Q4	$1.05M	Buy	+17,765	New	+$1M	0.59%	44

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

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

Koshinski Asset Management reduced its Bristol-Myers Squibb (BMY) stake by 2.8% in Q2 2026, selling an estimated $35.5K and leaving 21,669 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #250.

Koshinski Asset Management first reported a position in BMY in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.49B in Q4 2024. 879 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Koshinski Asset Management held 21,669 shares of Bristol-Myers Squibb worth $1.25M as of Q2 2026.
Koshinski Asset Management sold 619 Bristol-Myers Squibb shares in Q2 2026, an estimated $35.5K.
Bristol-Myers Squibb made up 0.07% of Koshinski Asset Management's portfolio in Q2 2026, its #250 holding.
Koshinski Asset Management first reported a position in Bristol-Myers Squibb in Q4 2014 and has held it in 44 quarters since.
Koshinski Asset Management's Bristol-Myers Squibb position peaked at $1.49B in Q4 2024.
879 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.